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 | $14,179 | $69,010-79.5% | $159,960-91.1% | $68,494-79.3% |
| Participation rate | 62.7% | 65.4%-2.7pp | 78.0%-15.3pp | 67.9%-5.2pp |
| Annual return | -13.36% | -9.65%-3.7pp | 408.60%-422.0pp | -7.84%-5.5pp |
| Employer contribution / active EE | $779 | $2,213-64.8% | $4,226-81.6% | $2,596-70.0% |
| Participant deferral / active EE | $855 | $4,212-79.7% | $6,182-86.2% | $4,027-78.8% |
| Admin fee / account holder | $1,934 | $4,798-59.7% | $8,698-77.8% | $5,403-64.2% |