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 | $18,004 | $82,630-78.2% | $64,105-71.9% | $125,391-85.6% |
| Participation rate | 25.0% | 75.9%-50.9pp | 68.2%-43.2pp | 83.2%-58.2pp |
| Annual return | -1.36% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $681 | $3,608-81.1% | $2,822-75.9% | $5,352-87.3% |
| Admin fee / account holder | $38,850 | $6,382+508.8% | $4,499+763.5% | $9,540+307.2% |