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 | $24,158 | $55,453-56.4% | $170,442-85.8% | $62,292-61.2% |
| Participation rate | 5.9% | 66.4%-60.4pp | 83.6%-77.7pp | 69.5%-63.6pp |
| Annual return | 13.27% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $226 | $2,303-90.2% | $4,939-95.4% | $3,169-92.9% |
| Admin fee / account holder | $3,448 | $455+657.6% | $13,880-75.2% | $479+619.2% |