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 | $32,683 | $87,540-62.7% | $75,781-56.9% | $125,391-73.9% |
| Participation rate | 20.8% | 80.2%-59.3pp | 75.8%-55.0pp | 83.2%-62.4pp |
| Annual return | -0.30% | 13.48%-13.8pp | 9.68%-10.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $840 | $4,229-80.1% | $3,651-77.0% | $5,352-84.3% |
| Admin fee / account holder | $18,689 | $6,502+187.4% | $5,299+252.7% | $9,540+95.9% |