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 | $45,829 | $56,357-18.7% | $104,294-56.1% | $68,494-33.1% |
| Participation rate | 29.6% | 63.3%-33.6pp | 73.3%-43.6pp | 67.9%-38.3pp |
| Annual return | -18.58% | -9.19%-9.4pp | 24.61%-43.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $731 | $3,077-76.3% | $4,625-84.2% | $4,027-81.9% |
| Admin fee / account holder | $607 | $4,903-87.6% | $7,339-91.7% | $5,403-88.8% |