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 | $24,235 | $211,958-88.6% | $169,463-85.7% | $135,375-82.1% |
| Participation rate | 30.0% | 82.6%-52.6pp | 77.8%-47.8pp | 82.6%-52.6pp |
| Annual return | -8.03% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,278 | $5,120-75.0% | $4,159-69.3% | $4,779-73.3% |
| Participant deferral / active EE | $531 | $6,075-91.3% | $5,277-89.9% | $5,609-90.5% |
| Admin fee / account holder | $826 | $11,471-92.8% | $9,109-90.9% | $10,827-92.4% |