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 | $24,510 | $75,828-67.7% | $147,614-83.4% | $59,632-58.9% |
| Participation rate | 28.7% | 71.6%-42.8pp | 84.6%-55.9pp | 68.7%-39.9pp |
| Annual return | -2.61% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,396 | $3,485-59.9% | $5,564-74.9% | $2,203-36.6% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,346 | $5,985-77.5% | $11,611-88.4% | $4,297-68.7% |