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 | $16,331 | $97,757-83.3% | $83,848-80.5% | $135,375-87.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -1.27% | 1287.37%-1288.6pp | 850.88%-852.1pp | 519.73%-521.0pp |
| Employer contribution / active EE | $787 | $4,222-81.3% | $3,631-78.3% | $4,779-83.5% |
| Participant deferral / active EE | $822 | $4,682-82.4% | $4,082-79.9% | $5,609-85.3% |
| Admin fee / account holder | $45,236 | $6,674+577.8% | $5,478+725.7% | $10,827+317.8% |