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 | $11,178 | $82,286-86.4% | $68,791-83.8% | $134,475-91.7% |
| Participation rate | 30.0% | 75.1%-45.1pp | 69.0%-39.0pp | 81.2%-51.2pp |
| Annual return | -13.76% | -2.19%-11.6pp | -6.38%-7.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $958 | $4,739-79.8% | $3,941-75.7% | $6,400-85.0% |
| Admin fee / account holder | $5,480 | $6,481-15.4% | $4,932+11.1% | $11,426-52.0% |