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 | $70,983 | $82,664-14.1% | $125,339-43.4% | $68,494+3.6% |
| Participation rate | 36.8% | 75.0%-38.2pp | 82.4%-45.5pp | 67.9%-31.0pp |
| Annual return | -8.01% | -5.97%-2.0pp | 572.05%-580.1pp | -7.84%-0.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,027 | $6,110-66.8% | $7,446-72.8% | $4,027-49.7% |
| Admin fee / account holder | $11,724 | $6,275+86.8% | $10,010+17.1% | $5,403+117.0% |