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 | $34,000 | $54,350-37.4% | $82,719-58.9% | $68,494-50.4% |
| Participation rate | 11.1% | 63.9%-52.8pp | 72.6%-61.4pp | 67.9%-56.8pp |
| Annual return | -6.79% | -13.67%+6.9pp | 701.18%-708.0pp | -7.84%+1.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $545 | $3,246-83.2% | $4,395-87.6% | $4,027-86.5% |
| Admin fee / account holder | $19,527 | $4,395+344.2% | $5,329+266.4% | $5,403+261.4% |