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 | $37,529 | $72,177-48.0% | $115,037-67.4% | $59,632-37.1% |
| Participation rate | 48.1% | 72.6%-24.5pp | 81.4%-33.3pp | 68.7%-20.6pp |
| Annual return | -0.09% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $586 | $4,783-87.7% | $6,026-90.3% | $3,192-81.6% |
| Admin fee / account holder | $1,606 | $4,927-67.4% | $8,175-80.4% | $4,297-62.6% |