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 | $39,664 | $55,449-28.5% | $83,848-52.7% | $56,287-29.5% |
| Participation rate | 37.5% | 68.0%-30.5pp | 76.1%-38.6pp | 69.9%-32.4pp |
| Annual return | -6.05% | -1.38%-4.7pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $556 | $2,430-77.1% | $3,631-84.7% | $2,111-73.7% |
| Participant deferral / active EE | $749 | $2,935-74.5% | $4,082-81.6% | $3,350-77.6% |
| Admin fee / account holder | $6,601 | $656+906.2% | $5,478+20.5% | $521+1167.1% |