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 | $39,273 | $73,867-46.8% | $143,757-72.7% | $68,494-42.7% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -8.43% | 1.01%-9.4pp | -0.04%-8.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $656 | $3,184-79.4% | $4,951-86.7% | $2,596-74.7% |
| Participant deferral / active EE | $656 | $3,384-80.6% | $5,637-88.4% | $4,027-83.7% |
| Admin fee / account holder | $989 | $5,755-82.8% | $14,673-93.3% | $5,403-81.7% |