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 | $20,966 | $76,000-72.4% | $154,107-86.4% | $64,186-67.3% |
| Participation rate | 63.2% | 70.4%-7.2pp | 83.0%-19.8pp | 69.6%-6.3pp |
| Annual return | -3.03% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $514 | $3,351-84.7% | $5,298-90.3% | $2,381-78.4% |
| Participant deferral / active EE | $716 | $3,175-77.4% | $5,081-85.9% | $3,470-79.4% |
| Admin fee / account holder | $1,584 | $5,596-71.7% | $13,411-88.2% | $4,888-67.6% |