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 | $21,650 | $45,863-52.8% | $77,024-71.9% | $68,494-68.4% |
| Participation rate | 35.4% | 55.9%-20.5pp | 67.9%-32.5pp | 67.9%-32.5pp |
| Annual return | -9.55% | 1.72%-11.3pp | 42.32%-51.9pp | -7.84%-1.7pp |
| Employer contribution / active EE | $305 | $1,650-81.5% | $2,812-89.2% | $2,596-88.3% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16,431 | $3,041+440.4% | $5,425+202.8% | $5,403+204.1% |