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 | $29,291 | $46,674-37.2% | $117,472-75.1% | $68,494-57.2% |
| Participation rate | 24.5% | 56.8%-32.2pp | 70.6%-46.1pp | 67.9%-43.4pp |
| Annual return | -18.89% | -14.52%-4.4pp | 29.74%-48.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $446 | $1,505-70.4% | $4,176-89.3% | $2,596-82.8% |
| Participant deferral / active EE | $302 | $2,636-88.5% | $4,070-92.6% | $4,027-92.5% |
| Admin fee / account holder | $3,201 | $4,020-20.4% | $5,645-43.3% | $5,403-40.7% |