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 | $24,663 | $105,860-76.7% | $90,749-72.8% | $134,475-81.7% |
| Participation rate | 14.3% | 78.2%-64.0pp | 75.7%-61.4pp | 81.2%-66.9pp |
| Annual return | -15.34% | -11.01%-4.3pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,163 | $5,216-77.7% | $4,564-74.5% | $6,400-81.8% |
| Admin fee / account holder | $40,842 | $13,938+193.0% | $8,445+383.6% | $11,426+257.5% |