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 | $20,944 | $56,357-62.8% | $104,294-79.9% | $68,494-69.4% |
| Participation rate | 46.0% | 63.3%-17.3pp | 73.3%-27.3pp | 67.9%-21.9pp |
| Annual return | -16.66% | -9.19%-7.5pp | 24.61%-41.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $745 | $1,960-62.0% | $3,372-77.9% | $2,596-71.3% |
| Participant deferral / active EE | $788 | $3,077-74.4% | $4,625-83.0% | $4,027-80.4% |
| Admin fee / account holder | $2,216 | $4,903-54.8% | $7,339-69.8% | $5,403-59.0% |