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 | $20,063 | $99,032-79.7% | $80,019-74.9% | $135,375-85.2% |
| Participation rate | 26.3% | 78.4%-52.0pp | 75.8%-49.5pp | 82.6%-56.3pp |
| Annual return | -6.11% | 15.39%-21.5pp | 11.22%-17.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $190 | $4,282-95.6% | $3,686-94.8% | $5,609-96.6% |
| Admin fee / account holder | $1,289 | $10,436-87.6% | $6,521-80.2% | $10,827-88.1% |