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 | $20,097 | $45,152-55.5% | $73,843-72.8% | $59,632-66.3% |
| Participation rate | 13.6% | 64.0%-50.4pp | 73.4%-59.8pp | 68.7%-55.0pp |
| Annual return | -1.95% | 27.40%-29.4pp | 2267.84%-2269.8pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $370 | $1,902-80.6% | $2,787-86.7% | $2,203-83.2% |
| Participant deferral / active EE | $401 | $2,574-84.4% | $3,583-88.8% | $3,192-87.4% |
| Admin fee / account holder | $6,967 | $3,516+98.1% | $4,880+42.8% | $4,297+62.1% |