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 | $53,743 | $82,664-35.0% | $125,339-57.1% | $68,494-21.5% |
| Participation rate | 58.1% | 75.0%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -16.11% | -5.97%-10.1pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,002 | $6,110-67.2% | $7,446-73.1% | $4,027-50.3% |
| Admin fee / account holder | $5,079 | $6,275-19.1% | $10,010-49.3% | $5,403-6.0% |