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 | $51,736 | $95,862-46.0% | $79,550-35.0% | $134,475-61.5% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | 3.16% | -2.69%+5.8pp | 0.16%+3.0pp | 417.96%-414.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $58 | $4,693-98.8% | $3,985-98.6% | $6,400-99.1% |
| Admin fee / account holder | $101,416 | $9,126+1011.3% | $6,832+1384.4% | $11,426+787.6% |