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 | $52,836 | $59,805-11.7% | $79,550-33.6% | $68,494-22.9% |
| Participation rate | 35.3% | 61.1%-25.8pp | 69.5%-34.2pp | 67.9%-32.6pp |
| Annual return | -18.73% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $683 | $1,505-54.6% | $2,413-71.7% | $2,596-73.7% |
| Participant deferral / active EE | $1,250 | $3,024-58.7% | $3,985-68.6% | $4,027-69.0% |
| Admin fee / account holder | $5,546 | $4,835+14.7% | $6,832-18.8% | $5,403+2.7% |