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 | $16,199 | $42,396-61.8% | $67,313-75.9% | $56,287-71.2% |
| Participation rate | 33.6% | 61.0%-27.3pp | 69.1%-35.4pp | 69.9%-36.2pp |
| Annual return | 9.22% | -36.63%+45.8pp | -4.08%+13.3pp | -9.96%+19.2pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $667 | $2,360-71.7% | $3,568-81.3% | $3,350-80.1% |
| Admin fee / account holder | $481 | $510-5.6% | $4,507-89.3% | $521-7.6% |