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 4-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 | $25,178 | $64,707-61.1% | $112,228-77.6% | $68,494-63.2% |
| Participation rate | 43.0% | 67.2%-24.1pp | 75.1%-32.0pp | 67.9%-24.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,006 | $3,565-71.8% | $4,728-78.7% | $4,027-75.0% |
| Admin fee / account holder | $2,812 | $5,232-46.3% | $6,410-56.1% | $5,403-48.0% |