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 | $27,030 | $72,607-62.8% | $90,749-70.2% | $66,914-59.6% |
| Participation rate | 31.5% | 73.7%-42.2pp | 75.7%-44.2pp | 69.8%-38.3pp |
| Annual return | -17.17% | -12.28%-4.9pp | -12.16%-5.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,205 | $2,369-49.1% | $2,921-58.7% | $2,544-52.6% |
| Participant deferral / active EE | $1,770 | $3,977-55.5% | $4,564-61.2% | $4,237-58.2% |
| Admin fee / account holder | $9,907 | $707+1300.7% | $8,445+17.3% | $593+1569.9% |