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 | $12,468 | $37,117-66.4% | $147,614-91.6% | $55,191-77.4% |
| Participation rate | 11.5% | 63.6%-52.2pp | 84.6%-73.2pp | 69.2%-57.7pp |
| Annual return | -0.12% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $160 | $1,985-92.0% | $4,895-96.7% | $3,046-94.8% |
| Admin fee / account holder | $8,549 | $86+9891.5% | $11,611-26.4% | $91+9317.8% |