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 | $13,454 | $49,280-72.7% | $67,313-80.0% | $64,186-79.0% |
| Participation rate | 14.7% | 60.8%-46.1pp | 69.1%-54.4pp | 69.6%-54.9pp |
| Annual return | -2.97% | -1.39%-1.6pp | -4.08%+1.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $257 | $2,484-89.7% | $3,568-92.8% | $3,470-92.6% |
| Admin fee / account holder | $7,629 | $3,863+97.5% | $4,507+69.3% | $4,888+56.1% |