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 | $10,097 | $42,894-76.5% | $60,874-83.4% | $68,494-85.3% |
| Participation rate | 43.6% | 66.8%-23.2pp | 73.1%-29.5pp | 67.9%-24.3pp |
| Annual return | -17.27% | -13.98%-3.3pp | 16.90%-34.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $525 | $1,978-73.5% | $2,701-80.6% | $2,596-79.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $948 | $3,101-69.4% | $3,224-70.6% | $5,403-82.4% |