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 | $28,189 | $73,867-61.8% | $143,757-80.4% | $68,494-58.8% |
| Participation rate | 29.2% | 66.7%-37.5pp | 80.3%-51.1pp | 67.9%-38.7pp |
| Annual return | -15.38% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $583 | $3,184-81.7% | $4,951-88.2% | $2,596-77.5% |
| Participant deferral / active EE | $881 | $3,384-74.0% | $5,637-84.4% | $4,027-78.1% |
| Admin fee / account holder | $905 | $5,755-84.3% | $14,673-93.8% | $5,403-83.2% |