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 | $40,310 | $87,540-54.0% | $75,781-46.8% | $125,391-67.9% |
| Participation rate | 29.2% | 80.2%-51.0pp | 75.8%-46.7pp | 83.2%-54.0pp |
| Annual return | -3.61% | 13.48%-17.1pp | 9.68%-13.3pp | 282.22%-285.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $434 | $4,229-89.7% | $3,651-88.1% | $5,352-91.9% |
| Admin fee / account holder | $1,612 | $6,502-75.2% | $5,299-69.6% | $9,540-83.1% |