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 | $17,087 | $42,383-59.7% | $76,523-77.7% | $64,186-73.4% |
| Participation rate | 51.8% | 58.1%-6.3pp | 68.0%-16.2pp | 69.6%-17.8pp |
| Annual return | -7.76% | -16.54%+8.8pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $278 | $1,563-82.2% | $2,647-89.5% | $2,381-88.3% |
| Participant deferral / active EE | $732 | $2,566-71.5% | $3,835-80.9% | $3,470-78.9% |
| Admin fee / account holder | $699 | $3,198-78.1% | $4,848-85.6% | $4,888-85.7% |