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 | $21,531 | $76,000-71.7% | $154,107-86.0% | $64,186-66.5% |
| Participation rate | 39.6% | 70.4%-30.8pp | 83.0%-43.5pp | 69.6%-30.0pp |
| Annual return | -3.62% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $452 | $3,351-86.5% | $5,298-91.5% | $2,381-81.0% |
| Participant deferral / active EE | $841 | $3,175-73.5% | $5,081-83.5% | $3,470-75.8% |
| Admin fee / account holder | $5,210 | $5,596-6.9% | $13,411-61.2% | $4,888+6.6% |