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 | $31,682 | $73,004-56.6% | $90,749-65.1% | $68,494-53.7% |
| Participation rate | 61.3% | 70.8%-9.5pp | 75.7%-14.4pp | 67.9%-6.6pp |
| Annual return | -14.82% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,218 | $2,193-44.5% | $2,921-58.3% | $2,596-53.1% |
| Participant deferral / active EE | $1,566 | $3,627-56.8% | $4,564-65.7% | $4,027-61.1% |
| Admin fee / account holder | $9,048 | $5,896+53.5% | $8,445+7.1% | $5,403+67.5% |