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 | $46,910 | $59,805-21.6% | $79,550-41.0% | $68,494-31.5% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.5%-5.5pp | 67.9%-3.9pp |
| Annual return | -15.00% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $634 | $1,505-57.9% | $2,413-73.7% | $2,596-75.6% |
| Participant deferral / active EE | $1,026 | $3,024-66.1% | $3,985-74.3% | $4,027-74.5% |
| Admin fee / account holder | $854 | $4,835-82.3% | $6,832-87.5% | $5,403-84.2% |