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 | $30,847 | $76,000-59.4% | $154,107-80.0% | $64,186-51.9% |
| Participation rate | 31.3% | 70.4%-39.2pp | 83.0%-51.8pp | 69.6%-38.3pp |
| Annual return | -6.37% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $416 | $3,351-87.6% | $5,298-92.1% | $2,381-82.5% |
| Participant deferral / active EE | $755 | $3,175-76.2% | $5,081-85.1% | $3,470-78.3% |
| Admin fee / account holder | $6,251 | $5,596+11.7% | $13,411-53.4% | $4,888+27.9% |