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 | $19,684 | $49,177-60.0% | $79,464-75.2% | $64,186-69.3% |
| Participation rate | 19.7% | 65.0%-45.4pp | 73.3%-53.7pp | 69.6%-49.9pp |
| Annual return | -4.41% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $460 | $2,821-83.7% | $3,704-87.6% | $3,470-86.7% |
| Admin fee / account holder | $6,761 | $3,839+76.1% | $5,113+32.2% | $4,888+38.3% |