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 | $68,212 | $105,860-35.6% | $90,749-24.8% | $134,475-49.3% |
| Participation rate | 13.6% | 78.2%-64.6pp | 75.7%-62.1pp | 81.2%-67.6pp |
| Annual return | -17.66% | -11.01%-6.7pp | -12.16%-5.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $35 | $5,216-99.3% | $4,564-99.2% | $6,400-99.4% |
| Admin fee / account holder | $4,224 | $13,938-69.7% | $8,445-50.0% | $11,426-63.0% |