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 | $33,531 | $61,660-45.6% | $80,019-58.1% | $64,186-47.8% |
| Participation rate | 37.5% | 71.7%-34.2pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | -5.83% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $765 | $2,968-74.2% | $3,686-79.2% | $3,470-77.9% |
| Admin fee / account holder | $2,658 | $5,417-50.9% | $6,521-59.2% | $4,888-45.6% |