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 | $9,568 | $54,350-82.4% | $82,719-88.4% | $68,494-86.0% |
| Participation rate | 60.5% | 63.9%-3.5pp | 72.6%-12.1pp | 67.9%-7.4pp |
| Annual return | -11.67% | -13.67%+2.0pp | 701.18%-712.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,140 | $2,218-48.6% | $3,009-62.1% | $2,596-56.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $590 | $4,395-86.6% | $5,329-88.9% | $5,403-89.1% |