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 | $23,612 | $73,867-68.0% | $143,757-83.6% | $68,494-65.5% |
| Participation rate | 47.9% | 66.7%-18.7pp | 80.3%-32.4pp | 67.9%-20.0pp |
| Annual return | -7.83% | 1.01%-8.8pp | -0.04%-7.8pp | -7.84%0pp |
| Employer contribution / active EE | $645 | $3,184-79.7% | $4,951-87.0% | $2,596-75.1% |
| Participant deferral / active EE | $915 | $3,384-73.0% | $5,637-83.8% | $4,027-77.3% |
| Admin fee / account holder | $16,265 | $5,755+182.6% | $14,673+10.9% | $5,403+201.1% |