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 | $15,985 | $42,894-62.7% | $60,874-73.7% | $68,494-76.7% |
| Participation rate | 28.2% | 66.8%-38.6pp | 73.1%-44.9pp | 67.9%-39.7pp |
| Annual return | -5.97% | -13.98%+8.0pp | 16.90%-22.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $672 | $2,867-76.6% | $3,817-82.4% | $4,027-83.3% |
| Admin fee / account holder | $15,172 | $3,101+389.3% | $3,224+370.6% | $5,403+180.8% |