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 | $54,133 | $49,451+9.5% | $79,550-32.0% | $66,914-19.1% |
| Participation rate | 20.7% | 61.3%-40.6pp | 69.5%-48.8pp | 69.8%-49.1pp |
| Annual return | -13.91% | 84.25%-98.2pp | 0.16%-14.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,444 | $3,159-54.3% | $3,985-63.8% | $4,237-65.9% |
| Admin fee / account holder | $786 | $595+32.2% | $6,832-88.5% | $593+32.5% |