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 6-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 | $36,082 | $133,958-73.1% | $112,228-67.8% | $134,475-73.2% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -10.23% | 47.11%-57.3pp | 27.45%-37.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $977 | $5,291-81.5% | $4,728-79.3% | $6,400-84.7% |
| Admin fee / account holder | $24,194 | $7,489+223.1% | $6,410+277.4% | $11,426+111.7% |