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 | $24,131 | $76,000-68.2% | $154,107-84.3% | $64,186-62.4% |
| Participation rate | 51.6% | 70.4%-18.8pp | 83.0%-31.4pp | 69.6%-18.0pp |
| Annual return | -7.29% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $971 | $3,351-71.0% | $5,298-81.7% | $2,381-59.2% |
| Participant deferral / active EE | $801 | $3,175-74.8% | $5,081-84.2% | $3,470-76.9% |
| Admin fee / account holder | $5,475 | $5,596-2.2% | $13,411-59.2% | $4,888+12.0% |