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 | $29,097 | $95,862-69.6% | $79,550-63.4% | $134,475-78.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -15.41% | -2.69%-12.7pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $760 | $3,128-75.7% | $2,413-68.5% | $4,740-84.0% |
| Participant deferral / active EE | $977 | $4,693-79.2% | $3,985-75.5% | $6,400-84.7% |
| Admin fee / account holder | $1,562 | $9,126-82.9% | $6,832-77.1% | $11,426-86.3% |