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 | $23,896 | $56,484-57.7% | $169,463-85.9% | $64,186-62.8% |
| Participation rate | 46.0% | 64.5%-18.6pp | 77.8%-31.8pp | 69.6%-23.6pp |
| Annual return | -4.22% | -1.55%-2.7pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $755 | $1,832-58.8% | $4,159-81.9% | $2,381-68.3% |
| Participant deferral / active EE | $1,096 | $3,448-68.2% | $5,277-79.2% | $3,470-68.4% |
| Admin fee / account holder | $5,724 | $4,174+37.1% | $9,109-37.2% | $4,888+17.1% |