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 | $19,865 | $51,197-61.2% | $82,719-76.0% | $66,914-70.3% |
| Participation rate | 22.4% | 67.8%-45.4pp | 72.6%-50.1pp | 69.8%-47.4pp |
| Annual return | -12.42% | -9.64%-2.8pp | 701.18%-713.6pp | 1.58%-14.0pp |
| Employer contribution / active EE | $496 | $2,611-81.0% | $3,009-83.5% | $2,544-80.5% |
| Participant deferral / active EE | $787 | $3,458-77.3% | $4,395-82.1% | $4,237-81.4% |
| Admin fee / account holder | $18,287 | $416+4300.8% | $5,329+243.2% | $593+2982.5% |