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 | $37,005 | $131,829-71.9% | $108,579-65.9% | $273,961-86.5% |
| Participation rate | 30.0% | 83.5%-53.5pp | 79.6%-49.6pp | 83.0%-53.0pp |
| Annual return | 5.89% | -91.57%+97.5pp | -51.70%+57.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $964 | $5,127-81.2% | $4,311-77.6% | $5,287-81.8% |
| Admin fee / account holder | $840 | $10,252-91.8% | $7,645-89.0% | $10,132-91.7% |