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 | $30,756 | $42,894-28.3% | $60,874-49.5% | $68,494-55.1% |
| Participation rate | 28.0% | 66.8%-38.8pp | 73.1%-45.1pp | 67.9%-39.9pp |
| Annual return | -11.93% | -13.98%+2.1pp | 16.90%-28.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $742 | $2,867-74.1% | $3,817-80.6% | $4,027-81.6% |
| Admin fee / account holder | $1,293 | $3,101-58.3% | $3,224-59.9% | $5,403-76.1% |