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 | $15,763 | $75,828-79.2% | $147,614-89.3% | $59,632-73.6% |
| Participation rate | 15.9% | 71.6%-55.7pp | 84.6%-68.7pp | 68.7%-52.8pp |
| Annual return | -2.20% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $526 | $3,130-83.2% | $4,895-89.2% | $3,192-83.5% |
| Admin fee / account holder | $1,393 | $5,985-76.7% | $11,611-88.0% | $4,297-67.6% |