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 | $66,707 | $85,713-22.2% | $86,677-23.0% | - |
| Participation rate | 45.5% | 72.2%-26.7pp | 76.6%-31.1pp | - |
| Annual return | -16.89% | -20.12%+3.2pp | 35.91%-52.8pp | - |
| Employer contribution / active EE | $893 | $1,789-50.1% | $2,836-68.5% | - |
| Participant deferral / active EE | $2,028 | $3,318-38.9% | $4,656-56.4% | - |
| Admin fee / account holder | $1,816 | $28,935-93.7% | $7,493-75.8% | - |