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 | $47,084 | $211,958-77.8% | $169,463-72.2% | $135,375-65.2% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -1.09% | 3.26%-4.4pp | 1.83%-2.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $105 | $6,075-98.3% | $5,277-98.0% | $5,609-98.1% |
| Admin fee / account holder | $75,800 | $11,471+560.8% | $9,109+732.1% | $10,827+600.1% |