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 | $99,951 | $46,674+114.1% | $117,472-14.9% | $68,494+45.9% |
| Participation rate | 12.9% | 56.8%-43.9pp | 70.6%-57.7pp | 67.9%-55.0pp |
| Annual return | -16.00% | -14.52%-1.5pp | 29.74%-45.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $720 | $2,636-72.7% | $4,070-82.3% | $4,027-82.1% |
| Admin fee / account holder | $57,742 | $4,020+1336.4% | $5,645+922.9% | $5,403+968.8% |