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 | $14,186 | $69,010-79.4% | $159,960-91.1% | $68,494-79.3% |
| Participation rate | 9.8% | 65.4%-55.7pp | 78.0%-68.2pp | 67.9%-58.1pp |
| Annual return | -15.94% | -9.65%-6.3pp | 408.60%-424.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $170 | $4,212-96.0% | $6,182-97.3% | $4,027-95.8% |
| Admin fee / account holder | $695 | $4,798-85.5% | $8,698-92.0% | $5,403-87.1% |