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 | $25,479 | $42,894-40.6% | $60,874-58.1% | $68,494-62.8% |
| Participation rate | 22.4% | 66.8%-44.4pp | 73.1%-50.7pp | 67.9%-45.5pp |
| Annual return | -17.78% | -13.98%-3.8pp | 16.90%-34.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $393 | $1,978-80.2% | $2,701-85.5% | $2,596-84.9% |
| Participant deferral / active EE | $807 | $2,867-71.9% | $3,817-78.9% | $4,027-80.0% |
| Admin fee / account holder | $1,175 | $3,101-62.1% | $3,224-63.6% | $5,403-78.3% |