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 | $46,757 | $42,894+9.0% | $60,874-23.2% | $68,494-31.7% |
| Participation rate | 29.0% | 66.8%-37.8pp | 73.1%-44.1pp | 67.9%-38.9pp |
| Annual return | -13.83% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $776 | $2,867-72.9% | $3,817-79.7% | $4,027-80.7% |
| Admin fee / account holder | $4,615 | $3,101+48.8% | $3,224+43.1% | $5,403-14.6% |