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 | $11,013 | $69,518-84.2% | $59,878-81.6% | $135,375-91.9% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.7%-5.5pp | 82.6%-13.4pp |
| Annual return | -3.74% | 7.94%-11.7pp | 3.46%-7.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $307 | $4,206-92.7% | $3,402-91.0% | $5,609-94.5% |
| Admin fee / account holder | $492 | $5,734-91.4% | $3,590-86.3% | $10,827-95.5% |