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 | $57,643 | $73,867-22.0% | $143,757-59.9% | $68,494-15.8% |
| Participation rate | 30.4% | 66.7%-36.3pp | 80.3%-49.9pp | 67.9%-37.5pp |
| Annual return | -9.02% | 1.01%-10.0pp | -0.04%-9.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $672 | $3,384-80.2% | $5,637-88.1% | $4,027-83.3% |
| Admin fee / account holder | $17,836 | $5,755+210.0% | $14,673+21.6% | $5,403+230.1% |