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 | $42,434 | $72,404-41.4% | $110,238-61.5% | $64,186-33.9% |
| Participation rate | 33.7% | 73.3%-39.6pp | 79.8%-46.1pp | 69.6%-35.8pp |
| Annual return | -4.42% | -6.29%+1.9pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $876 | $3,469-74.8% | $4,672-81.3% | $3,470-74.8% |
| Admin fee / account holder | $859 | $5,664-84.8% | $8,547-90.0% | $4,888-82.4% |