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 | $60,990 | $82,286-25.9% | $68,791-11.3% | $134,475-54.6% |
| Participation rate | 17.6% | 75.1%-57.4pp | 69.0%-51.4pp | 81.2%-63.6pp |
| Annual return | -12.29% | -2.19%-10.1pp | -6.38%-5.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $42 | $4,739-99.1% | $3,941-98.9% | $6,400-99.3% |
| Admin fee / account holder | $198,547 | $6,481+2963.7% | $4,932+3925.8% | $11,426+1637.7% |