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 | $37,824 | $84,487-55.2% | $125,339-69.8% | $66,914-43.5% |
| Participation rate | 46.9% | 76.4%-29.5pp | 82.4%-35.5pp | 69.8%-22.9pp |
| Annual return | -16.19% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,520 | $3,553-29.1% | $4,814-47.6% | $2,544-0.9% |
| Participant deferral / active EE | $2,992 | $6,781-55.9% | $7,446-59.8% | $4,237-29.4% |
| Admin fee / account holder | $369 | $685-46.1% | $10,010-96.3% | $593-37.8% |