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 | $29,635 | $73,867-59.9% | $143,757-79.4% | $68,494-56.7% |
| Participation rate | 9.6% | 66.7%-57.0pp | 80.3%-70.7pp | 67.9%-58.3pp |
| Annual return | -4.12% | 1.01%-5.1pp | -0.04%-4.1pp | -7.84%+3.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $631 | $3,384-81.4% | $5,637-88.8% | $4,027-84.3% |
| Admin fee / account holder | $12,802 | $5,755+122.5% | $14,673-12.8% | $5,403+136.9% |