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 | $23,776 | $54,350-56.3% | $82,719-71.3% | $68,494-65.3% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -15.27% | -13.67%-1.6pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $482 | $2,218-78.3% | $3,009-84.0% | $2,596-81.5% |
| Participant deferral / active EE | $825 | $3,246-74.6% | $4,395-81.2% | $4,027-79.5% |
| Admin fee / account holder | $2,006 | $4,395-54.4% | $5,329-62.4% | $5,403-62.9% |