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 6-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 | $57,634 | $59,805-3.6% | $79,550-27.6% | $68,494-15.9% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -19.02% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,159 | $1,505+109.9% | $2,413+30.9% | $2,596+21.7% |
| Participant deferral / active EE | $1,040 | $3,024-65.6% | $3,985-73.9% | $4,027-74.2% |
| Admin fee / account holder | $5,190 | $4,835+7.3% | $6,832-24.0% | $5,403-3.9% |