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 | $27,021 | $92,222-70.7% | $76,768-64.8% | $135,375-80.0% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -3.40% | 5.46%-8.9pp | 2.43%-5.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $899 | $3,216-72.0% | $2,485-63.8% | $4,779-81.2% |
| Participant deferral / active EE | $899 | $4,509-80.1% | $3,852-76.7% | $5,609-84.0% |
| Admin fee / account holder | $1,090 | $10,748-89.9% | $6,675-83.7% | $10,827-89.9% |