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 | $139,427 | $58,320+139.1% | $86,436+61.3% | $66,914+108.4% |
| Participation rate | 38.8% | 78.6%-39.8pp | 80.3%-41.5pp | 69.8%-31.0pp |
| Annual return | -12.18% | -9.71%-2.5pp | 4394.89%-4407.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,371 | $6,899-51.1% | $6,952-51.5% | $4,237-20.4% |
| Admin fee / account holder | $1,472 | $546+169.7% | $6,731-78.1% | $593+148.1% |