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 | $14,700 | $73,867-80.1% | $143,757-89.8% | $68,494-78.5% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -8.90% | 1.01%-9.9pp | -0.04%-8.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $568 | $3,184-82.2% | $4,951-88.5% | $2,596-78.1% |
| Participant deferral / active EE | $549 | $3,384-83.8% | $5,637-90.3% | $4,027-86.4% |
| Admin fee / account holder | $2,367 | $5,755-58.9% | $14,673-83.9% | $5,403-56.2% |