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 | $36,803 | $85,790-57.1% | $67,313-45.3% | $135,375-72.8% |
| Participation rate | 20.8% | 76.5%-55.6pp | 69.1%-48.2pp | 82.6%-61.8pp |
| Annual return | -8.82% | -0.54%-8.3pp | -4.08%-4.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $435 | $4,651-90.6% | $3,568-87.8% | $5,609-92.2% |
| Admin fee / account holder | $5,936 | $6,392-7.1% | $4,507+31.7% | $10,827-45.2% |