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 | $27,812 | $54,350-48.8% | $82,719-66.4% | $68,494-59.4% |
| Participation rate | 24.3% | 63.9%-39.6pp | 72.6%-48.2pp | 67.9%-43.6pp |
| Annual return | -19.16% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $466 | $2,218-79.0% | $3,009-84.5% | $2,596-82.0% |
| Participant deferral / active EE | $610 | $3,246-81.2% | $4,395-86.1% | $4,027-84.9% |
| Admin fee / account holder | $4,986 | $4,395+13.4% | $5,329-6.4% | $5,403-7.7% |