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 | $29,987 | $64,707-53.7% | $112,228-73.3% | $68,494-56.2% |
| Participation rate | 43.2% | 67.2%-24.0pp | 75.1%-31.9pp | 67.9%-24.7pp |
| Annual return | -17.77% | -11.40%-6.4pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,662 | $2,746+69.8% | $3,635+28.3% | $2,596+79.6% |
| Participant deferral / active EE | $1,101 | $3,565-69.1% | $4,728-76.7% | $4,027-72.7% |
| Admin fee / account holder | $1,781 | $5,232-66.0% | $6,410-72.2% | $5,403-67.0% |