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 | $27,073 | $54,350-50.2% | $82,719-67.3% | $68,494-60.5% |
| Participation rate | 23.5% | 63.9%-40.4pp | 72.6%-49.0pp | 67.9%-44.4pp |
| Annual return | -10.62% | -13.67%+3.1pp | 701.18%-711.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $423 | $3,246-87.0% | $4,395-90.4% | $4,027-89.5% |
| Admin fee / account holder | $958 | $4,395-78.2% | $5,329-82.0% | $5,403-82.3% |