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 9-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 | $38,521 | $92,222-58.2% | $76,768-49.8% | $135,375-71.5% |
| Participation rate | 46.7% | 79.8%-33.1pp | 77.0%-30.3pp | 82.6%-36.0pp |
| Annual return | -1.52% | 5.46%-7.0pp | 2.43%-3.9pp | 519.73%-521.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $252 | $4,509-94.4% | $3,852-93.5% | $5,609-95.5% |
| Admin fee / account holder | $19,520 | $10,748+81.6% | $6,675+192.4% | $10,827+80.3% |