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 | $39,469 | $45,863-13.9% | $77,024-48.8% | $68,494-42.4% |
| Participation rate | 2.7% | 55.9%-53.2pp | 67.9%-65.2pp | 67.9%-65.2pp |
| Annual return | -15.72% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $70 | $2,962-97.6% | $4,426-98.4% | $4,027-98.3% |
| Admin fee / account holder | $395 | $3,041-87.0% | $5,425-92.7% | $5,403-92.7% |