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 | $24,848 | $59,805-58.5% | $79,550-68.8% | $68,494-63.7% |
| Participation rate | 24.2% | 61.1%-36.9pp | 69.5%-45.3pp | 67.9%-43.7pp |
| Annual return | -15.45% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $380 | $1,505-74.7% | $2,413-84.2% | $2,596-85.3% |
| Participant deferral / active EE | $906 | $3,024-70.0% | $3,985-77.3% | $4,027-77.5% |
| Admin fee / account holder | $2,354 | $4,835-51.3% | $6,832-65.5% | $5,403-56.4% |