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 | $34,445 | $73,867-53.4% | $143,757-76.0% | $68,494-49.7% |
| Participation rate | 44.7% | 66.7%-22.0pp | 80.3%-35.6pp | 67.9%-23.2pp |
| Annual return | -16.73% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $456 | $3,184-85.7% | $4,951-90.8% | $2,596-82.4% |
| Participant deferral / active EE | $740 | $3,384-78.1% | $5,637-86.9% | $4,027-81.6% |
| Admin fee / account holder | $8,950 | $5,755+55.5% | $14,673-39.0% | $5,403+65.7% |