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 | $18,126 | $54,350-66.6% | $82,719-78.1% | $68,494-73.5% |
| Participation rate | 43.9% | 63.9%-20.1pp | 72.6%-28.7pp | 67.9%-24.0pp |
| Annual return | -13.88% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $700 | $2,218-68.4% | $3,009-76.7% | $2,596-73.0% |
| Participant deferral / active EE | $468 | $3,246-85.6% | $4,395-89.3% | $4,027-88.4% |
| Admin fee / account holder | $1,724 | $4,395-60.8% | $5,329-67.6% | $5,403-68.1% |