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 | $36,827 | $42,383-13.1% | $76,523-51.9% | $64,186-42.6% |
| Participation rate | 7.7% | 58.1%-50.5pp | 68.0%-60.3pp | 69.6%-61.9pp |
| Annual return | -8.80% | -16.54%+7.7pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $265 | $1,563-83.0% | $2,647-90.0% | $2,381-88.9% |
| Participant deferral / active EE | $442 | $2,566-82.8% | $3,835-88.5% | $3,470-87.3% |
| Admin fee / account holder | $16,203 | $3,198+406.7% | $4,848+234.2% | $4,888+231.5% |