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 | $24,897 | $73,867-66.3% | $143,757-82.7% | $68,494-63.7% |
| Participation rate | 21.6% | 66.7%-45.0pp | 80.3%-58.7pp | 67.9%-46.2pp |
| Annual return | -18.65% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $791 | $3,384-76.6% | $5,637-86.0% | $4,027-80.4% |
| Admin fee / account holder | $332 | $5,755-94.2% | $14,673-97.7% | $5,403-93.9% |