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 | $50,031 | $59,805-16.3% | $79,550-37.1% | $68,494-27.0% |
| Participation rate | 28.8% | 61.1%-32.3pp | 69.5%-40.7pp | 67.9%-39.1pp |
| Annual return | -17.30% | -12.30%-5.0pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $316 | $1,505-79.0% | $2,413-86.9% | $2,596-87.8% |
| Participant deferral / active EE | $708 | $3,024-76.6% | $3,985-82.2% | $4,027-82.4% |
| Admin fee / account holder | $663 | $4,835-86.3% | $6,832-90.3% | $5,403-87.7% |