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 | $74,927 | $105,860-29.2% | $90,749-17.4% | $134,475-44.3% |
| Participation rate | 7.7% | 78.2%-70.6pp | 75.7%-68.0pp | 81.2%-73.5pp |
| Annual return | -15.12% | -11.01%-4.1pp | -12.16%-3.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $490 | $5,216-90.6% | $4,564-89.3% | $6,400-92.3% |
| Admin fee / account holder | $2,170 | $13,938-84.4% | $8,445-74.3% | $11,426-81.0% |