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 | $11,265 | $48,265-76.7% | $68,791-83.6% | $68,494-83.6% |
| Participation rate | 35.1% | 60.7%-25.6pp | 69.0%-33.9pp | 67.9%-32.8pp |
| Annual return | -18.35% | -12.71%-5.6pp | -6.38%-12.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $370 | $1,829-79.8% | $2,655-86.1% | $2,596-85.7% |
| Participant deferral / active EE | $769 | $2,867-73.2% | $3,941-80.5% | $4,027-80.9% |
| Admin fee / account holder | $2,132 | $4,355-51.0% | $4,932-56.8% | $5,403-60.5% |