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 | $31,135 | $59,805-47.9% | $79,550-60.9% | $68,494-54.5% |
| Participation rate | 36.5% | 61.1%-24.5pp | 69.5%-32.9pp | 67.9%-31.3pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $389 | $1,505-74.1% | $2,413-83.9% | $2,596-85.0% |
| Participant deferral / active EE | $1,082 | $3,024-64.2% | $3,985-72.8% | $4,027-73.1% |
| Admin fee / account holder | $912 | $4,835-81.1% | $6,832-86.6% | $5,403-83.1% |