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 | $145,029 | $81,900+77.1% | $119,609+21.3% | $68,494+111.7% |
| Participation rate | 11.8% | 71.9%-60.1pp | 79.3%-67.5pp | 67.9%-56.1pp |
| Annual return | -11.01% | -23.82%+12.8pp | -14.97%+4.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,257 | $4,148-69.7% | $5,602-77.6% | $4,027-68.8% |
| Admin fee / account holder | $13,059 | $6,582+98.4% | $10,323+26.5% | $5,403+141.7% |