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 | $24,205 | $59,805-59.5% | $79,550-69.6% | $68,494-64.7% |
| Participation rate | 24.3% | 61.1%-36.7pp | 69.5%-45.2pp | 67.9%-43.6pp |
| Annual return | -18.11% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $353 | $1,505-76.5% | $2,413-85.4% | $2,596-86.4% |
| Participant deferral / active EE | $1,133 | $3,024-62.5% | $3,985-71.6% | $4,027-71.9% |
| Admin fee / account holder | $2,519 | $4,835-47.9% | $6,832-63.1% | $5,403-53.4% |