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 7-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 | $18,074 | $54,350-66.7% | $82,719-78.2% | $68,494-73.6% |
| Participation rate | 15.9% | 63.9%-48.0pp | 72.6%-56.6pp | 67.9%-52.0pp |
| Annual return | -18.36% | -13.67%-4.7pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $376 | $3,246-88.4% | $4,395-91.4% | $4,027-90.7% |
| Admin fee / account holder | $910 | $4,395-79.3% | $5,329-82.9% | $5,403-83.2% |