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 | $66,903 | $99,032-32.4% | $80,019-16.4% | $135,375-50.6% |
| Participation rate | 47.4% | 78.4%-31.0pp | 75.8%-28.5pp | 82.6%-35.3pp |
| Annual return | -2.76% | 15.39%-18.1pp | 11.22%-14.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $848 | $4,282-80.2% | $3,686-77.0% | $5,609-84.9% |
| Admin fee / account holder | $36,654 | $10,436+251.2% | $6,521+462.1% | $10,827+238.5% |