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 | $25,615 | $43,723-41.4% | $121,196-78.9% | $64,186-60.1% |
| Participation rate | 40.6% | 58.3%-17.7pp | 71.7%-31.1pp | 69.6%-28.9pp |
| Annual return | -6.64% | 68.91%-75.5pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $357 | $1,296-72.5% | $4,022-91.1% | $2,381-85.0% |
| Participant deferral / active EE | $828 | $2,280-63.7% | $3,344-75.2% | $3,470-76.1% |
| Admin fee / account holder | $5,536 | $3,501+58.1% | $5,019+10.3% | $4,888+13.3% |