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 | $14,029 | $42,894-67.3% | $60,874-77.0% | $68,494-79.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -15.42% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $420 | $1,978-78.7% | $2,701-84.4% | $2,596-83.8% |
| Participant deferral / active EE | $631 | $2,867-78.0% | $3,817-83.5% | $4,027-84.3% |
| Admin fee / account holder | $893 | $3,101-71.2% | $3,224-72.3% | $5,403-83.5% |