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 | $41,221 | $43,723-5.7% | $121,196-66.0% | $64,186-35.8% |
| Participation rate | 5.3% | 58.3%-53.1pp | 71.7%-66.5pp | 69.6%-64.3pp |
| Annual return | -2.83% | 68.91%-71.7pp | 16.93%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $315 | $2,280-86.2% | $3,344-90.6% | $3,470-90.9% |
| Admin fee / account holder | $41,969 | $3,501+1098.7% | $5,019+736.2% | $4,888+758.6% |