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 6-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 | $68,818 | $93,024-26.0% | $77,024-10.7% | $134,475-48.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.0pp | 81.2%-38.4pp |
| Annual return | -20.28% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $426 | $3,418-87.5% | $2,812-84.8% | $4,740-91.0% |
| Participant deferral / active EE | $431 | $5,238-91.8% | $4,426-90.3% | $6,400-93.3% |
| Admin fee / account holder | $2,398 | $6,944-65.5% | $5,425-55.8% | $11,426-79.0% |