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 | $60,135 | $110,094-45.4% | $151,611-60.3% | $68,494-12.2% |
| Participation rate | 14.9% | 84.0%-69.1pp | 87.5%-72.6pp | 67.9%-53.0pp |
| Annual return | -14.29% | -10.12%-4.2pp | 3.33%-17.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,133 | $6,527-67.3% | $8,363-74.5% | $4,027-47.0% |
| Admin fee / account holder | $5,903 | $7,719-23.5% | $11,616-49.2% | $5,403+9.3% |