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 | $35,894 | $54,726-34.4% | $68,793-47.8% | $64,186-44.1% |
| Participation rate | 10.3% | 68.0%-57.7pp | 72.2%-61.9pp | 69.6%-59.3pp |
| Annual return | -3.69% | -1.62%-2.1pp | -4.63%+0.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $375 | $2,626-85.7% | $3,311-88.7% | $3,470-89.2% |
| Admin fee / account holder | $14,079 | $4,027+249.6% | $5,131+174.4% | $4,888+188.0% |