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 | $36,781 | $73,004-49.6% | $90,749-59.5% | $68,494-46.3% |
| Participation rate | 44.0% | 70.8%-26.8pp | 75.7%-31.7pp | 67.9%-23.9pp |
| Annual return | -15.61% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $654 | $2,193-70.2% | $2,921-77.6% | $2,596-74.8% |
| Participant deferral / active EE | $655 | $3,627-81.9% | $4,564-85.6% | $4,027-83.7% |
| Admin fee / account holder | $5,788 | $5,896-1.8% | $8,445-31.5% | $5,403+7.1% |