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 | $36,729 | $50,958-27.9% | $74,550-50.7% | $64,186-42.8% |
| Participation rate | 7.7% | 61.1%-53.4pp | 69.1%-61.5pp | 69.6%-61.9pp |
| Annual return | -4.51% | -1.86%-2.7pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $295 | $1,115-73.6% | $1,961-85.0% | $2,381-87.6% |
| Participant deferral / active EE | $631 | $2,301-72.6% | $3,108-79.7% | $3,470-81.8% |
| Admin fee / account holder | $20,928 | $4,223+395.6% | $5,060+313.6% | $4,888+328.1% |