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 6-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 | $12,779 | $37,393-65.8% | $77,024-83.4% | $66,914-80.9% |
| Participation rate | 5.3% | 52.9%-47.6pp | 67.9%-62.6pp | 69.8%-64.5pp |
| Annual return | -10.99% | -3.29%-7.7pp | 42.32%-53.3pp | 1.58%-12.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $373 | $2,617-85.8% | $4,426-91.6% | $4,237-91.2% |
| Admin fee / account holder | $5,051 | $567+791.2% | $5,425-6.9% | $593+751.4% |