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 | $23,228 | $63,442-63.4% | $68,791-66.2% | $66,914-65.3% |
| Participation rate | 35.6% | 60.0%-24.4pp | 69.0%-33.4pp | 69.8%-34.2pp |
| Annual return | -15.02% | -8.29%-6.7pp | -6.38%-8.6pp | 1.58%-16.6pp |
| Employer contribution / active EE | $422 | $1,775-76.2% | $2,655-84.1% | $2,544-83.4% |
| Participant deferral / active EE | $639 | $2,945-78.3% | $3,941-83.8% | $4,237-84.9% |
| Admin fee / account holder | $1,818 | $577+214.9% | $4,932-63.1% | $593+206.4% |