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 | $16,652 | $54,726-69.6% | $68,793-75.8% | $64,186-74.1% |
| Participation rate | 20.7% | 68.0%-47.3pp | 72.2%-51.5pp | 69.6%-48.9pp |
| Annual return | 0.16% | -1.62%+1.8pp | -4.63%+4.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $783 | $2,626-70.2% | $3,311-76.3% | $3,470-77.4% |
| Admin fee / account holder | $27,507 | $4,027+583.1% | $5,131+436.1% | $4,888+462.7% |