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 | $31,649 | $62,586-49.4% | $76,768-58.8% | $64,186-50.7% |
| Participation rate | 55.3% | 72.8%-17.5pp | 77.0%-21.6pp | 69.6%-14.2pp |
| Annual return | -5.38% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $430 | $1,832-76.5% | $2,485-82.7% | $2,381-81.9% |
| Participant deferral / active EE | $1,060 | $3,145-66.3% | $3,852-72.5% | $3,470-69.4% |
| Admin fee / account holder | $4,666 | $4,6670% | $6,675-30.1% | $4,888-4.5% |