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 | $10,543 | $54,350-80.6% | $82,719-87.3% | $68,494-84.6% |
| Participation rate | 64.8% | 63.9%+0.9pp | 72.6%-7.7pp | 67.9%-3.1pp |
| Annual return | -9.40% | -13.67%+4.3pp | 701.18%-710.6pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,394 | $2,218-37.1% | $3,009-53.7% | $2,596-46.3% |
| Participant deferral / active EE | $723 | $3,246-77.7% | $4,395-83.5% | $4,027-82.0% |
| Admin fee / account holder | $1,309 | $4,395-70.2% | $5,329-75.4% | $5,403-75.8% |