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 | $58,710 | $77,813-24.6% | $123,544-52.5% | $64,186-8.5% |
| Participation rate | 23.5% | 74.7%-51.2pp | 82.3%-58.8pp | 69.6%-46.0pp |
| Annual return | -6.23% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,422 | $5,240-72.9% | $6,426-77.9% | $3,470-59.0% |
| Admin fee / account holder | $9,887 | $5,519+79.1% | $9,284+6.5% | $4,888+102.3% |