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 | $26,160 | $81,900-68.1% | $119,609-78.1% | $68,494-61.8% |
| Participation rate | 49.1% | 71.9%-22.8pp | 79.3%-30.2pp | 67.9%-18.8pp |
| Annual return | -15.97% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $879 | $4,148-78.8% | $5,602-84.3% | $4,027-78.2% |
| Admin fee / account holder | $3,426 | $6,582-47.9% | $10,323-66.8% | $5,403-36.6% |