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 | $42,236 | $45,863-7.9% | $77,024-45.2% | $68,494-38.3% |
| Participation rate | 23.1% | 55.9%-32.8pp | 67.9%-44.8pp | 67.9%-44.8pp |
| Annual return | -18.30% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $367 | $1,650-77.8% | $2,812-87.0% | $2,596-85.9% |
| Participant deferral / active EE | $676 | $2,962-77.2% | $4,426-84.7% | $4,027-83.2% |
| Admin fee / account holder | $5,628 | $3,041+85.1% | $5,425+3.7% | $5,403+4.2% |