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 | $41,691 | $72,404-42.4% | $110,238-62.2% | $64,186-35.0% |
| Participation rate | 37.8% | 73.3%-35.5pp | 79.8%-42.0pp | 69.6%-31.8pp |
| Annual return | -1.63% | -6.29%+4.7pp | 314.74%-316.4pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,150 | $3,469-66.8% | $4,672-75.4% | $3,470-66.8% |
| Admin fee / account holder | $3,891 | $5,664-31.3% | $8,547-54.5% | $4,888-20.4% |