See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,531 | $77,813-49.2% | $123,544-68.0% | $64,186-38.4% |
| Participation rate | 54.3% | 74.7%-20.4pp | 82.3%-28.0pp | 69.6%-15.3pp |
| Annual return | -2.56% | 12.48%-15.0pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,156 | $3,014-61.6% | $4,628-75.0% | $2,381-51.4% |
| Participant deferral / active EE | $1,531 | $5,240-70.8% | $6,426-76.2% | $3,470-55.9% |
| Admin fee / account holder | $3,826 | $5,519-30.7% | $9,284-58.8% | $4,888-21.7% |