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 4-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 | $39,808 | $73,004-45.5% | $90,749-56.1% | $68,494-41.9% |
| Participation rate | 35.2% | 70.8%-35.6pp | 75.7%-40.5pp | 67.9%-32.7pp |
| Annual return | -18.39% | -13.81%-4.6pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $567 | $2,193-74.2% | $2,921-80.6% | $2,596-78.2% |
| Participant deferral / active EE | $1,236 | $3,627-65.9% | $4,564-72.9% | $4,027-69.3% |
| Admin fee / account holder | $5,424 | $5,896-8.0% | $8,445-35.8% | $5,403+0.4% |