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 | $21,554 | $73,867-70.8% | $143,757-85.0% | $68,494-68.5% |
| Participation rate | 24.5% | 66.7%-42.2pp | 80.3%-55.8pp | 67.9%-43.4pp |
| Annual return | -15.31% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $404 | $3,184-87.3% | $4,951-91.8% | $2,596-84.5% |
| Participant deferral / active EE | $508 | $3,384-85.0% | $5,637-91.0% | $4,027-87.4% |
| Admin fee / account holder | $3,338 | $5,755-42.0% | $14,673-77.3% | $5,403-38.2% |