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 | $35,677 | $73,004-51.1% | $90,749-60.7% | $68,494-47.9% |
| Participation rate | 37.0% | 70.8%-33.9pp | 75.7%-38.7pp | 67.9%-30.9pp |
| Annual return | -15.77% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,373 | $3,627-62.2% | $4,564-69.9% | $4,027-65.9% |
| Admin fee / account holder | $3,790 | $5,896-35.7% | $8,445-55.1% | $5,403-29.9% |