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 | $43,354 | $62,586-30.7% | $76,768-43.5% | $64,186-32.5% |
| Participation rate | 34.7% | 72.8%-38.1pp | 77.0%-42.3pp | 69.6%-34.9pp |
| Annual return | -6.74% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,165 | $3,145-63.0% | $3,852-69.8% | $3,470-66.4% |
| Admin fee / account holder | $4,340 | $4,667-7.0% | $6,675-35.0% | $4,888-11.2% |