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 | $14,329 | $54,350-73.6% | $82,719-82.7% | $68,494-79.1% |
| Participation rate | 21.2% | 63.9%-42.7pp | 72.6%-51.3pp | 67.9%-46.7pp |
| Annual return | -18.40% | -13.67%-4.7pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $444 | $2,218-80.0% | $3,009-85.3% | $2,596-82.9% |
| Participant deferral / active EE | $260 | $3,246-92.0% | $4,395-94.1% | $4,027-93.6% |
| Admin fee / account holder | $551 | $4,395-87.5% | $5,329-89.7% | $5,403-89.8% |