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 | $110,633 | $59,805+85.0% | $79,550+39.1% | $68,494+61.5% |
| Participation rate | 10.9% | 61.1%-50.2pp | 69.5%-58.6pp | 67.9%-57.0pp |
| Annual return | -17.72% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $269 | $3,024-91.1% | $3,985-93.3% | $4,027-93.3% |
| Admin fee / account holder | $93,703 | $4,835+1838.1% | $6,832+1271.5% | $5,403+1634.4% |