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 | $17,327 | $54,350-68.1% | $82,719-79.1% | $68,494-74.7% |
| Participation rate | 35.4% | 63.9%-28.5pp | 72.6%-37.1pp | 67.9%-32.5pp |
| Annual return | -17.93% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $575 | $2,218-74.1% | $3,009-80.9% | $2,596-77.9% |
| Participant deferral / active EE | $703 | $3,246-78.3% | $4,395-84.0% | $4,027-82.5% |
| Admin fee / account holder | $1,054 | $4,395-76.0% | $5,329-80.2% | $5,403-80.5% |