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 | $48,062 | $95,862-49.9% | $79,550-39.6% | $134,475-64.3% |
| Participation rate | 39.1% | 75.0%-35.9pp | 69.5%-30.4pp | 81.2%-42.1pp |
| Annual return | -19.51% | -2.69%-16.8pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,126 | $4,693-76.0% | $3,985-71.8% | $6,400-82.4% |
| Admin fee / account holder | $19,373 | $9,126+112.3% | $6,832+183.6% | $11,426+69.6% |