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 | $36,055 | $71,883-49.8% | $86,677-58.4% | $68,494-47.4% |
| Participation rate | 43.8% | 72.2%-28.5pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -17.81% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,470 | $3,779-61.1% | $4,656-68.4% | $4,027-63.5% |
| Admin fee / account holder | $1,176 | $6,112-80.8% | $7,493-84.3% | $5,403-78.2% |