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 | $67,039 | $73,004-8.2% | $90,749-26.1% | $68,494-2.1% |
| Participation rate | 34.4% | 70.8%-36.5pp | 75.7%-41.3pp | 67.9%-33.5pp |
| Annual return | -17.22% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,088 | $3,627-70.0% | $4,564-76.2% | $4,027-73.0% |
| Admin fee / account holder | $1,004 | $5,896-83.0% | $8,445-88.1% | $5,403-81.4% |