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 | $40,674 | $48,265-15.7% | $68,791-40.9% | $68,494-40.6% |
| Participation rate | 37.9% | 60.7%-22.7pp | 69.0%-31.1pp | 67.9%-30.0pp |
| Annual return | -14.56% | -12.71%-1.8pp | -6.38%-8.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $750 | $2,867-73.8% | $3,941-81.0% | $4,027-81.4% |
| Admin fee / account holder | $735 | $4,355-83.1% | $4,932-85.1% | $5,403-86.4% |