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 | $36,373 | $76,000-52.1% | $154,107-76.4% | $64,186-43.3% |
| Participation rate | 15.6% | 70.4%-54.9pp | 83.0%-67.5pp | 69.6%-54.0pp |
| Annual return | -5.26% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $312 | $3,175-90.2% | $5,081-93.9% | $3,470-91.0% |
| Admin fee / account holder | $5,461 | $5,596-2.4% | $13,411-59.3% | $4,888+11.7% |