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 | $25,131 | $62,586-59.8% | $76,768-67.3% | $64,186-60.8% |
| Participation rate | 9.7% | 72.8%-63.1pp | 77.0%-67.3pp | 69.6%-59.9pp |
| Annual return | 0.15% | -1.95%+2.1pp | 2.43%-2.3pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $240 | $3,145-92.4% | $3,852-93.8% | $3,470-93.1% |
| Admin fee / account holder | $11,815 | $4,667+153.2% | $6,675+77.0% | $4,888+141.7% |