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 | $27,049 | $42,383-36.2% | $76,523-64.7% | $64,186-57.9% |
| Participation rate | 16.2% | 58.1%-41.9pp | 68.0%-51.8pp | 69.6%-53.4pp |
| Annual return | -7.35% | -16.54%+9.2pp | -0.27%-7.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $658 | $2,566-74.4% | $3,835-82.9% | $3,470-81.0% |
| Admin fee / account holder | $5,065 | $3,198+58.4% | $4,848+4.5% | $4,888+3.6% |