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 | $49,795 | $85,790-42.0% | $67,313-26.0% | $135,375-63.2% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.1%-52.4pp | 82.6%-66.0pp |
| Annual return | -1.52% | -0.54%-1.0pp | -4.08%+2.6pp | 519.73%-521.3pp |
| Employer contribution / active EE | $565 | $3,487-83.8% | $2,566-78.0% | $4,779-88.2% |
| Participant deferral / active EE | $707 | $4,651-84.8% | $3,568-80.2% | $5,609-87.4% |
| Admin fee / account holder | $24,832 | $6,392+288.5% | $4,507+451.0% | $10,827+129.4% |