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 | $29,043 | $32,117-9.6% | $71,086-59.1% | $64,186-54.8% |
| Participation rate | 17.1% | 42.7%-25.6pp | 54.7%-37.5pp | 69.6%-52.4pp |
| Annual return | -6.14% | -5.57%-0.6pp | 650.59%-656.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $176 | $1,263-86.1% | $1,874-90.6% | $3,470-94.9% |
| Admin fee / account holder | $1,434 | $2,759-48.0% | $3,082-53.5% | $4,888-70.7% |