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 | $24,308 | $59,107-58.9% | $86,436-71.9% | $68,494-64.5% |
| Participation rate | 59.5% | 75.2%-15.7pp | 80.3%-20.8pp | 67.9%-8.4pp |
| Annual return | -18.35% | -0.23%-18.1pp | 4394.89%-4413.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,145 | $5,901-63.7% | $6,952-69.1% | $4,027-46.7% |
| Admin fee / account holder | $6,480 | $5,637+15.0% | $6,731-3.7% | $5,403+19.9% |