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 | $30,031 | $62,586-52.0% | $76,768-60.9% | $64,186-53.2% |
| Participation rate | 44.4% | 72.8%-28.4pp | 77.0%-32.5pp | 69.6%-25.1pp |
| Annual return | 5.07% | -1.95%+7.0pp | 2.43%+2.6pp | 7.63%-2.6pp |
| Employer contribution / active EE | $1,333 | $1,832-27.2% | $2,485-46.3% | $2,381-44.0% |
| Participant deferral / active EE | $904 | $3,145-71.2% | $3,852-76.5% | $3,470-73.9% |
| Admin fee / account holder | $400 | $4,667-91.4% | $6,675-94.0% | $4,888-91.8% |