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 | $6,897 | $67,331-89.8% | $60,874-88.7% | $134,475-94.9% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.1%-31.4pp | 81.2%-39.6pp |
| Annual return | -13.82% | 49.93%-63.8pp | 16.90%-30.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $469 | $3,096-84.9% | $2,701-82.7% | $4,740-90.1% |
| Participant deferral / active EE | $726 | $4,538-84.0% | $3,817-81.0% | $6,400-88.6% |
| Admin fee / account holder | $1,291 | $4,582-71.8% | $3,224-60.0% | $11,426-88.7% |