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 | $17,297 | $42,894-59.7% | $60,874-71.6% | $68,494-74.7% |
| Participation rate | 52.2% | 66.8%-14.6pp | 73.1%-20.9pp | 67.9%-15.6pp |
| Annual return | -13.96% | -13.98%0pp | 16.90%-30.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $951 | $1,978-51.9% | $2,701-64.8% | $2,596-63.4% |
| Participant deferral / active EE | $356 | $2,867-87.6% | $3,817-90.7% | $4,027-91.2% |
| Admin fee / account holder | $2,495 | $3,101-19.5% | $3,224-22.6% | $5,403-53.8% |