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 | $26,092 | $72,607-64.1% | $90,749-71.2% | $66,914-61.0% |
| Participation rate | 31.4% | 73.7%-42.3pp | 75.7%-44.3pp | 69.8%-38.4pp |
| Annual return | -14.24% | -12.28%-2.0pp | -12.16%-2.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $806 | $2,369-66.0% | $2,921-72.4% | $2,544-68.3% |
| Participant deferral / active EE | $1,055 | $3,977-73.5% | $4,564-76.9% | $4,237-75.1% |
| Admin fee / account holder | $5,827 | $707+723.9% | $8,445-31.0% | $593+882.3% |