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 | $22,203 | $43,723-49.2% | $121,196-81.7% | $64,186-65.4% |
| Participation rate | 14.9% | 58.3%-43.4pp | 71.7%-56.9pp | 69.6%-54.7pp |
| Annual return | -5.81% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $527 | $2,280-76.9% | $3,344-84.3% | $3,470-84.8% |
| Admin fee / account holder | $8,648 | $3,501+147.0% | $5,019+72.3% | $4,888+76.9% |