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 | $29,762 | $81,900-63.7% | $119,609-75.1% | $68,494-56.5% |
| Participation rate | 40.6% | 71.9%-31.3pp | 79.3%-38.6pp | 67.9%-27.3pp |
| Annual return | -15.14% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $714 | $2,693-73.5% | $4,232-83.1% | $2,596-72.5% |
| Participant deferral / active EE | $1,595 | $4,148-61.5% | $5,602-71.5% | $4,027-60.4% |
| Admin fee / account holder | $9,342 | $6,582+41.9% | $10,323-9.5% | $5,403+72.9% |