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 | $37,945 | $43,723-13.2% | $121,196-68.7% | $64,186-40.9% |
| Participation rate | 37.5% | 58.3%-20.8pp | 71.7%-34.2pp | 69.6%-32.1pp |
| Annual return | -3.81% | 68.91%-72.7pp | 16.93%-20.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,649 | $1,296+27.2% | $4,022-59.0% | $2,381-30.7% |
| Participant deferral / active EE | $715 | $2,280-68.6% | $3,344-78.6% | $3,470-79.4% |
| Admin fee / account holder | $1,109 | $3,501-68.3% | $5,019-77.9% | $4,888-77.3% |