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 | $25,790 | $59,805-56.9% | $79,550-67.6% | $68,494-62.3% |
| Participation rate | 47.8% | 61.1%-13.3pp | 69.5%-21.7pp | 67.9%-20.1pp |
| Annual return | -16.54% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $781 | $1,505-48.1% | $2,413-67.6% | $2,596-69.9% |
| Participant deferral / active EE | $1,248 | $3,024-58.7% | $3,985-68.7% | $4,027-69.0% |
| Admin fee / account holder | $979 | $4,835-79.8% | $6,832-85.7% | $5,403-81.9% |