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 | $10,267 | $54,350-81.1% | $82,719-87.6% | $68,494-85.0% |
| Participation rate | 30.6% | 63.9%-33.3pp | 72.6%-41.9pp | 67.9%-37.3pp |
| Annual return | -18.17% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $476 | $2,218-78.5% | $3,009-84.2% | $2,596-81.6% |
| Participant deferral / active EE | $753 | $3,246-76.8% | $4,395-82.9% | $4,027-81.3% |
| Admin fee / account holder | $1,464 | $4,395-66.7% | $5,329-72.5% | $5,403-72.9% |