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 | $47,579 | $105,860-55.1% | $90,749-47.6% | $134,475-64.6% |
| Participation rate | 47.8% | 78.2%-30.4pp | 75.7%-27.9pp | 81.2%-33.4pp |
| Annual return | -9.43% | -11.01%+1.6pp | -12.16%+2.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,414 | $5,216-72.9% | $4,564-69.0% | $6,400-77.9% |
| Admin fee / account holder | $21,866 | $13,938+56.9% | $8,445+158.9% | $11,426+91.4% |