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 | $17,048 | $82,286-79.3% | $68,791-75.2% | $134,475-87.3% |
| Participation rate | 35.7% | 75.1%-39.3pp | 69.0%-33.3pp | 81.2%-45.5pp |
| Annual return | -20.23% | -2.19%-18.0pp | -6.38%-13.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $387 | $4,739-91.8% | $3,941-90.2% | $6,400-93.9% |
| Admin fee / account holder | $796 | $6,481-87.7% | $4,932-83.9% | $11,426-93.0% |