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 | $33,678 | $100,754-66.6% | $86,677-61.1% | $134,475-75.0% |
| Participation rate | 22.2% | 78.9%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | -15.04% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $220 | $5,338-95.9% | $4,656-95.3% | $6,400-96.6% |
| Admin fee / account holder | $2,590 | $10,926-76.3% | $7,493-65.4% | $11,426-77.3% |