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 | $34,034 | $44,850-24.1% | $60,547-43.8% | $59,632-42.9% |
| Participation rate | 28.6% | 59.5%-30.9pp | 68.0%-39.4pp | 68.7%-40.1pp |
| Annual return | -0.06% | 1074.14%-1074.2pp | 335.64%-335.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $435 | $2,230-80.5% | $3,328-86.9% | $3,192-86.4% |
| Admin fee / account holder | $7,582 | $3,635+108.5% | $4,536+67.1% | $4,297+76.4% |