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 | $37,063 | $57,354-35.4% | $83,848-55.8% | $64,186-42.3% |
| Participation rate | 46.8% | 68.6%-21.8pp | 76.1%-29.3pp | 69.6%-22.8pp |
| Annual return | -4.26% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $849 | $2,545-66.7% | $3,631-76.6% | $2,381-64.4% |
| Participant deferral / active EE | $1,033 | $2,993-65.5% | $4,082-74.7% | $3,470-70.2% |
| Admin fee / account holder | $589 | $4,046-85.4% | $5,478-89.2% | $4,888-87.9% |