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 | $14,150 | $88,594-84.0% | $70,092-79.8% | $134,475-89.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -11.22% | 442.67%-453.9pp | 190.73%-202.0pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,146 | $3,233-64.6% | $2,559-55.2% | $4,740-75.8% |
| Participant deferral / active EE | $555 | $4,772-88.4% | $3,849-85.6% | $6,400-91.3% |
| Admin fee / account holder | $6,486 | $10,441-37.9% | $6,267+3.5% | $11,426-43.2% |