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 | $46,605 | $46,674-0.1% | $117,472-60.3% | $68,494-32.0% |
| Participation rate | 26.9% | 56.8%-29.9pp | 70.6%-43.7pp | 67.9%-41.0pp |
| Annual return | -13.81% | -14.52%+0.7pp | 29.74%-43.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $300 | $1,505-80.0% | $4,176-92.8% | $2,596-88.4% |
| Participant deferral / active EE | $679 | $2,636-74.3% | $4,070-83.3% | $4,027-83.1% |
| Admin fee / account holder | $5,974 | $4,020+48.6% | $5,645+5.8% | $5,403+10.6% |