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 | $62,217 | $69,010-9.8% | $159,960-61.1% | $68,494-9.2% |
| Participation rate | 65.4% | 65.4%0pp | 78.0%-12.6pp | 67.9%-2.5pp |
| Annual return | -12.26% | -9.65%-2.6pp | 408.60%-420.9pp | -7.84%-4.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $919 | $4,212-78.2% | $6,182-85.1% | $4,027-77.2% |
| Admin fee / account holder | $5,949 | $4,798+24.0% | $8,698-31.6% | $5,403+10.1% |