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 | $63,825 | $54,229+17.7% | $70,092-8.9% | $68,494-6.8% |
| Participation rate | 0.0% | 64.5%-64.5pp | 70.5%-70.5pp | 67.9%-67.9pp |
| Annual return | -14.71% | -13.87%-0.8pp | 190.73%-205.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $664 | $2,956-77.5% | $3,849-82.7% | $4,027-83.5% |
| Admin fee / account holder | $7,329 | $4,694+56.1% | $6,267+16.9% | $5,403+35.6% |