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 | $33,225 | $45,152-26.4% | $73,843-55.0% | $59,632-44.3% |
| Participation rate | 18.2% | 64.0%-45.8pp | 73.4%-55.3pp | 68.7%-50.5pp |
| Annual return | -0.55% | 27.40%-27.9pp | 2267.84%-2268.4pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $343 | $1,902-82.0% | $2,787-87.7% | $2,203-84.4% |
| Participant deferral / active EE | $361 | $2,574-86.0% | $3,583-89.9% | $3,192-88.7% |
| Admin fee / account holder | $5,774 | $3,516+64.2% | $4,880+18.3% | $4,297+34.4% |