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 | $35,673 | $62,586-43.0% | $76,768-53.5% | $64,186-44.4% |
| Participation rate | 52.9% | 72.8%-19.9pp | 77.0%-24.0pp | 69.6%-16.6pp |
| Annual return | -7.40% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $416 | $1,832-77.3% | $2,485-83.3% | $2,381-82.5% |
| Participant deferral / active EE | $1,399 | $3,145-55.5% | $3,852-63.7% | $3,470-59.7% |
| Admin fee / account holder | $1,368 | $4,667-70.7% | $6,675-79.5% | $4,888-72.0% |