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 | $17,245 | $59,805-71.2% | $79,550-78.3% | $68,494-74.8% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -19.06% | -12.30%-6.8pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $659 | $1,505-56.2% | $2,413-72.7% | $2,596-74.6% |
| Participant deferral / active EE | $712 | $3,024-76.4% | $3,985-82.1% | $4,027-82.3% |
| Admin fee / account holder | $434 | $4,835-91.0% | $6,832-93.6% | $5,403-92.0% |