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 6-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 | $14,930 | $63,442-76.5% | $68,791-78.3% | $66,914-77.7% |
| Participation rate | 3.5% | 60.0%-56.5pp | 69.0%-65.6pp | 69.8%-66.3pp |
| Annual return | -18.00% | -8.29%-9.7pp | -6.38%-11.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $245 | $2,945-91.7% | $3,941-93.8% | $4,237-94.2% |
| Admin fee / account holder | $1,964 | $577+240.2% | $4,932-60.2% | $593+231.1% |