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 | $30,615 | $72,404-57.7% | $110,238-72.2% | $64,186-52.3% |
| Participation rate | 30.0% | 73.3%-43.3pp | 79.8%-49.8pp | 69.6%-39.6pp |
| Annual return | -2.34% | -6.29%+3.9pp | 314.74%-317.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,290 | $3,469-62.8% | $4,672-72.4% | $3,470-62.8% |
| Admin fee / account holder | $3,888 | $5,664-31.4% | $8,547-54.5% | $4,888-20.5% |