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 | $63,569 | $72,404-12.2% | $110,238-42.3% | $64,186-1.0% |
| Participation rate | 56.7% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-12.9pp |
| Annual return | -2.92% | -6.29%+3.4pp | 314.74%-317.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,477 | $3,469-57.4% | $4,672-68.4% | $3,470-57.4% |
| Admin fee / account holder | $4,911 | $5,664-13.3% | $8,547-42.5% | $4,888+0.5% |