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 | $47,367 | $71,883-34.1% | $86,677-45.4% | $68,494-30.8% |
| Participation rate | 40.5% | 72.2%-31.7pp | 76.6%-36.0pp | 67.9%-27.3pp |
| Annual return | -15.49% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,933 | $2,173+81.0% | $2,836+38.7% | $2,596+51.5% |
| Participant deferral / active EE | $620 | $3,779-83.6% | $4,656-86.7% | $4,027-84.6% |
| Admin fee / account holder | $11,567 | $6,112+89.3% | $7,493+54.4% | $5,403+114.1% |