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 | $33,117 | $54,350-39.1% | $82,719-60.0% | $68,494-51.7% |
| Participation rate | 35.6% | 63.9%-28.4pp | 72.6%-37.0pp | 67.9%-32.3pp |
| Annual return | -10.23% | -13.67%+3.4pp | 701.18%-711.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $337 | $2,218-84.8% | $3,009-88.8% | $2,596-87.0% |
| Participant deferral / active EE | $674 | $3,246-79.3% | $4,395-84.7% | $4,027-83.3% |
| Admin fee / account holder | $10,714 | $4,395+143.7% | $5,329+101.0% | $5,403+98.3% |