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 | $31,819 | $58,577-45.7% | $83,333-61.8% | $64,186-50.4% |
| Participation rate | 10.2% | 72.0%-61.8pp | 77.8%-67.6pp | 69.6%-59.4pp |
| Annual return | -2.78% | 9.65%-12.4pp | 10.63%-13.4pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $50 | $4,654-98.9% | $5,565-99.1% | $3,470-98.6% |
| Admin fee / account holder | $29,656 | $9,275+219.7% | $7,510+294.9% | $4,888+506.7% |