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 | $11,648 | $53,162-78.1% | $91,220-87.2% | $68,494-83.0% |
| Participation rate | 7.3% | 63.2%-55.9pp | 73.2%-65.9pp | 67.9%-60.6pp |
| Annual return | -14.84% | -3.14%-11.7pp | 114.01%-128.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $125 | $2,974-95.8% | $4,234-97.0% | $4,027-96.9% |
| Admin fee / account holder | $8,189 | $4,493+82.2% | $5,420+51.1% | $5,403+51.6% |