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 | $47,563 | $90,519-47.5% | $93,789-49.3% | $134,475-64.6% |
| Participation rate | 33.3% | 82.0%-48.6pp | 81.0%-47.6pp | 81.2%-47.9pp |
| Annual return | -20.06% | -15.72%-4.3pp | -11.33%-8.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,069 | $5,978-82.1% | $6,094-82.5% | $6,400-83.3% |
| Admin fee / account holder | $3,145 | $9,252-66.0% | $7,195-56.3% | $11,426-72.5% |