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 | $31,887 | $95,971-66.8% | $74,550-57.2% | $135,375-76.4% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -2.25% | 56.96%-59.2pp | 32.53%-34.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $575 | $2,716-78.8% | $1,961-70.7% | $4,779-88.0% |
| Participant deferral / active EE | $746 | $3,843-80.6% | $3,108-76.0% | $5,609-86.7% |
| Admin fee / account holder | $30,898 | $6,522+373.8% | $5,060+510.7% | $10,827+185.4% |