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 | $22,694 | $65,557-65.4% | $105,738-78.5% | $56,287-59.7% |
| Participation rate | 13.9% | 63.4%-49.5pp | 76.3%-62.5pp | 69.9%-56.0pp |
| Annual return | 161.21% | -1.32%+162.5pp | 6.27%+154.9pp | -9.96%+171.2pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $3,268-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $219 | $2,418-90.9% | $4,080-94.6% | $3,350-93.5% |
| Admin fee / account holder | $389 | $561-30.7% | $6,913-94.4% | $521-25.3% |