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 | $21,813 | $69,010-68.4% | $159,960-86.4% | $68,494-68.2% |
| Participation rate | 37.9% | 65.4%-27.5pp | 78.0%-40.0pp | 67.9%-30.0pp |
| Annual return | -14.58% | -9.65%-4.9pp | 408.60%-423.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $631 | $4,212-85.0% | $6,182-89.8% | $4,027-84.3% |
| Admin fee / account holder | $632 | $4,798-86.8% | $8,698-92.7% | $5,403-88.3% |