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 | $15,940 | $46,674-65.8% | $117,472-86.4% | $68,494-76.7% |
| Participation rate | 35.7% | 56.8%-21.1pp | 70.6%-34.9pp | 67.9%-32.2pp |
| Annual return | 13.76% | -14.52%+28.3pp | 29.74%-16.0pp | -7.84%+21.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $649 | $2,636-75.4% | $4,070-84.1% | $4,027-83.9% |
| Admin fee / account holder | $5,131 | $4,020+27.6% | $5,645-9.1% | $5,403-5.0% |