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 | $32,420 | $59,805-45.8% | $79,550-59.2% | $68,494-52.7% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -15.56% | -12.30%-3.3pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $885 | $3,024-70.7% | $3,985-77.8% | $4,027-78.0% |
| Admin fee / account holder | $1,486 | $4,835-69.3% | $6,832-78.3% | $5,403-72.5% |