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 4-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 | $31,563 | $73,004-56.8% | $90,749-65.2% | $68,494-53.9% |
| Participation rate | 48.6% | 70.8%-22.2pp | 75.7%-27.0pp | 67.9%-19.2pp |
| Annual return | -16.18% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $600 | $2,193-72.6% | $2,921-79.5% | $2,596-76.9% |
| Participant deferral / active EE | $1,286 | $3,627-64.5% | $4,564-71.8% | $4,027-68.1% |
| Admin fee / account holder | $602 | $5,896-89.8% | $8,445-92.9% | $5,403-88.9% |