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 | $36,526 | $76,000-51.9% | $154,107-76.3% | $64,186-43.1% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -0.97% | 30.32%-31.3pp | 735.12%-736.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $466 | $3,351-86.1% | $5,298-91.2% | $2,381-80.4% |
| Participant deferral / active EE | $498 | $3,175-84.3% | $5,081-90.2% | $3,470-85.7% |
| Admin fee / account holder | $14,547 | $5,596+159.9% | $13,411+8.5% | $4,888+197.6% |