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 | $24,418 | $142,344-82.8% | $119,609-79.6% | $134,475-81.8% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -11.89% | -12.44%+0.5pp | -14.97%+3.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $742 | $6,469-88.5% | $5,602-86.8% | $6,400-88.4% |
| Admin fee / account holder | $923 | $13,584-93.2% | $10,323-91.1% | $11,426-91.9% |