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 | $31,171 | $99,032-68.5% | $80,019-61.0% | $135,375-77.0% |
| Participation rate | 18.2% | 78.4%-60.2pp | 75.8%-57.6pp | 82.6%-64.5pp |
| Annual return | -3.23% | 15.39%-18.6pp | 11.22%-14.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $523 | $4,282-87.8% | $3,686-85.8% | $5,609-90.7% |
| Admin fee / account holder | $17,783 | $10,436+70.4% | $6,521+172.7% | $10,827+64.2% |