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 | $43,935 | $59,805-26.5% | $79,550-44.8% | $68,494-35.9% |
| Participation rate | 19.0% | 61.1%-42.0pp | 69.5%-50.4pp | 67.9%-48.8pp |
| Annual return | -14.18% | -12.30%-1.9pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $462 | $3,024-84.7% | $3,985-88.4% | $4,027-88.5% |
| Admin fee / account holder | $3,312 | $4,835-31.5% | $6,832-51.5% | $5,403-38.7% |