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 8-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 | $19,593 | $58,577-66.6% | $83,333-76.5% | $64,186-69.5% |
| Participation rate | 51.9% | 72.0%-20.1pp | 77.8%-25.9pp | 69.6%-17.7pp |
| Annual return | -5.89% | 9.65%-15.5pp | 10.63%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,150 | $4,654-75.3% | $5,565-79.3% | $3,470-66.9% |
| Admin fee / account holder | $748 | $9,275-91.9% | $7,510-90.0% | $4,888-84.7% |