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 | $23,242 | $55,002-57.7% | $59,878-61.2% | $56,287-58.7% |
| Participation rate | 12.7% | 75.9%-63.2pp | 74.7%-62.0pp | 69.9%-57.1pp |
| Annual return | -5.23% | 1.13%-6.4pp | 3.46%-8.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $372 | $3,121-88.1% | $3,402-89.1% | $3,350-88.9% |
| Admin fee / account holder | $1,554 | $236+559.3% | $3,590-56.7% | $521+198.4% |