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 | $49,808 | $76,912-35.2% | $129,110-61.4% | $68,494-27.3% |
| Participation rate | 35.6% | 69.1%-33.5pp | 77.3%-41.6pp | 67.9%-32.3pp |
| Annual return | -13.75% | -9.78%-4.0pp | -10.94%-2.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,175 | $4,732-75.2% | $6,542-82.0% | $4,027-70.8% |
| Admin fee / account holder | $2,287 | $6,638-65.5% | $14,302-84.0% | $5,403-57.7% |