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 5-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 | $43,594 | $82,664-47.3% | $125,339-65.2% | $68,494-36.4% |
| Participation rate | 37.0% | 75.0%-38.1pp | 82.4%-45.4pp | 67.9%-30.9pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,083 | $3,381-68.0% | $4,814-77.5% | $2,596-58.3% |
| Participant deferral / active EE | $1,853 | $6,110-69.7% | $7,446-75.1% | $4,027-54.0% |
| Admin fee / account holder | $9,021 | $6,275+43.7% | $10,010-9.9% | $5,403+67.0% |