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 | $31,491 | $57,354-45.1% | $83,848-62.4% | $64,186-50.9% |
| Participation rate | 51.5% | 68.6%-17.1pp | 76.1%-24.7pp | 69.6%-18.1pp |
| Annual return | -3.32% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,910 | $2,545+14.3% | $3,631-19.9% | $2,381+22.2% |
| Participant deferral / active EE | $583 | $2,993-80.5% | $4,082-85.7% | $3,470-83.2% |
| Admin fee / account holder | $2,109 | $4,046-47.9% | $5,478-61.5% | $4,888-56.9% |