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 | $17,549 | $43,327-59.5% | $59,878-70.7% | $64,186-72.7% |
| Participation rate | 36.1% | 69.2%-33.1pp | 74.7%-38.6pp | 69.6%-33.5pp |
| Annual return | -5.83% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $568 | $2,546-77.7% | $3,402-83.3% | $3,470-83.6% |
| Admin fee / account holder | $1,439 | $3,005-52.1% | $3,590-59.9% | $4,888-70.6% |