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 | $20,830 | $105,860-80.3% | $90,749-77.0% | $134,475-84.5% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -15.68% | -11.01%-4.7pp | -12.16%-3.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,114 | $3,462-67.8% | $2,921-61.9% | $4,740-76.5% |
| Participant deferral / active EE | $1,193 | $5,216-77.1% | $4,564-73.9% | $6,400-81.4% |
| Admin fee / account holder | $384 | $13,938-97.2% | $8,445-95.5% | $11,426-96.6% |