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 | $41,457 | $54,229-23.6% | $70,092-40.9% | $68,494-39.5% |
| Participation rate | 22.6% | 64.5%-41.9pp | 70.5%-47.9pp | 67.9%-45.3pp |
| Annual return | 2.40% | -13.87%+16.3pp | 190.73%-188.3pp | -7.84%+10.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $875 | $2,956-70.4% | $3,849-77.3% | $4,027-78.3% |
| Admin fee / account holder | $4,695 | $4,6940% | $6,267-25.1% | $5,403-13.1% |