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 | $19,380 | $76,000-74.5% | $154,107-87.4% | $64,186-69.8% |
| Participation rate | 51.4% | 70.4%-19.1pp | 83.0%-31.7pp | 69.6%-18.2pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $777 | $3,175-75.5% | $5,081-84.7% | $3,470-77.6% |
| Admin fee / account holder | $8,244 | $5,596+47.3% | $13,411-38.5% | $4,888+68.7% |