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 | $31,190 | $81,900-61.9% | $119,609-73.9% | $68,494-54.5% |
| Participation rate | 44.9% | 71.9%-27.0pp | 79.3%-34.4pp | 67.9%-23.0pp |
| Annual return | -3.14% | -23.82%+20.7pp | -14.97%+11.8pp | -7.84%+4.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,541 | $4,148-62.8% | $5,602-72.5% | $4,027-61.7% |
| Admin fee / account holder | $16,794 | $6,582+155.2% | $10,323+62.7% | $5,403+210.8% |