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 | $27,177 | $42,383-35.9% | $76,523-64.5% | $64,186-57.7% |
| Participation rate | 1.8% | 58.1%-56.3pp | 68.0%-66.2pp | 69.6%-67.8pp |
| Annual return | -2.02% | -16.54%+14.5pp | -0.27%-1.7pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $114 | $2,566-95.6% | $3,835-97.0% | $3,470-96.7% |
| Admin fee / account holder | $118,002 | $3,198+3590.0% | $4,848+2333.9% | $4,888+2314.1% |