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 | $58,073 | $77,813-25.4% | $123,544-53.0% | $64,186-9.5% |
| Participation rate | 65.8% | 74.7%-9.0pp | 82.3%-16.5pp | 69.6%-3.8pp |
| Annual return | -1.87% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,482 | $3,014-50.8% | $4,628-68.0% | $2,381-37.8% |
| Participant deferral / active EE | $1,371 | $5,240-73.8% | $6,426-78.7% | $3,470-60.5% |
| Admin fee / account holder | $2,586 | $5,519-53.1% | $9,284-72.1% | $4,888-47.1% |