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 | $30,289 | $76,000-60.1% | $154,107-80.3% | $64,186-52.8% |
| Participation rate | 35.1% | 70.4%-35.3pp | 83.0%-47.9pp | 69.6%-34.4pp |
| Annual return | -6.14% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $761 | $3,351-77.3% | $5,298-85.6% | $2,381-68.0% |
| Participant deferral / active EE | $845 | $3,175-73.4% | $5,081-83.4% | $3,470-75.6% |
| Admin fee / account holder | $3,478 | $5,596-37.8% | $13,411-74.1% | $4,888-28.8% |