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 | $37,845 | $82,664-54.2% | $125,339-69.8% | $68,494-44.7% |
| Participation rate | 52.0% | 75.0%-23.0pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,664 | $3,381-21.2% | $4,814-44.7% | $2,596+2.6% |
| Participant deferral / active EE | $1,734 | $6,110-71.6% | $7,446-76.7% | $4,027-56.9% |
| Admin fee / account holder | $733 | $6,275-88.3% | $10,010-92.7% | $5,403-86.4% |