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 | $38,950 | $50,958-23.6% | $74,550-47.8% | $64,186-39.3% |
| Participation rate | 31.4% | 61.1%-29.7pp | 69.1%-37.8pp | 69.6%-38.2pp |
| Annual return | -6.21% | -1.86%-4.4pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $201 | $1,115-81.9% | $1,961-89.7% | $2,381-91.5% |
| Participant deferral / active EE | $248 | $2,301-89.2% | $3,108-92.0% | $3,470-92.9% |
| Admin fee / account holder | $6,034 | $4,223+42.9% | $5,060+19.3% | $4,888+23.4% |