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 | $15,847 | $45,863-65.4% | $77,024-79.4% | $68,494-76.9% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.7pp |
| Annual return | -17.58% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,168 | $1,650+92.1% | $2,812+12.7% | $2,596+22.0% |
| Participant deferral / active EE | $710 | $2,962-76.0% | $4,426-84.0% | $4,027-82.4% |
| Admin fee / account holder | $7,626 | $3,041+150.8% | $5,425+40.6% | $5,403+41.2% |