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 | $32,083 | $73,004-56.1% | $90,749-64.6% | $68,494-53.2% |
| Participation rate | 34.0% | 70.8%-36.9pp | 75.7%-41.7pp | 67.9%-33.9pp |
| Annual return | -18.66% | -13.81%-4.9pp | -12.16%-6.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $586 | $2,193-73.3% | $2,921-79.9% | $2,596-77.4% |
| Participant deferral / active EE | $1,406 | $3,627-61.2% | $4,564-69.2% | $4,027-65.1% |
| Admin fee / account holder | $6,181 | $5,896+4.8% | $8,445-26.8% | $5,403+14.4% |