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 | $36,215 | $73,004-50.4% | $90,749-60.1% | $68,494-47.1% |
| Participation rate | 40.4% | 70.8%-30.4pp | 75.7%-35.2pp | 67.9%-27.4pp |
| Annual return | -18.35% | -13.81%-4.5pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,298 | $3,627-64.2% | $4,564-71.6% | $4,027-67.8% |
| Admin fee / account holder | $1,775 | $5,896-69.9% | $8,445-79.0% | $5,403-67.1% |