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 | $43,528 | $83,427-47.8% | $115,756-62.4% | $68,494-36.5% |
| Participation rate | 21.4% | 71.9%-50.5pp | 77.1%-55.7pp | 67.9%-46.5pp |
| Annual return | -16.54% | -10.95%-5.6pp | 143.14%-159.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,156 | $5,355-78.4% | $6,254-81.5% | $4,027-71.3% |
| Admin fee / account holder | $10,248 | $5,708+79.6% | $8,124+26.1% | $5,403+89.7% |