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 | $25,037 | $69,010-63.7% | $159,960-84.3% | $68,494-63.4% |
| Participation rate | 39.6% | 65.4%-25.8pp | 78.0%-38.4pp | 67.9%-28.3pp |
| Annual return | -17.50% | -9.65%-7.8pp | 408.60%-426.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $707 | $4,212-83.2% | $6,182-88.6% | $4,027-82.4% |
| Admin fee / account holder | $545 | $4,798-88.6% | $8,698-93.7% | $5,403-89.9% |