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 | $30,374 | $91,538-66.8% | $129,995-76.6% | $75,163-59.6% |
| Participation rate | 41.7% | 71.4%-29.8pp | 78.5%-36.8pp | 67.2%-25.5pp |
| Annual return | 14.25% | -631.11%+645.4pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $702 | $4,341-83.8% | $5,820-87.9% | $4,125-83.0% |
| Admin fee / account holder | $369 | $6,790-94.6% | $10,614-96.5% | $5,651-93.5% |