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 | $49,187 | $93,024-47.1% | $77,024-36.1% | $134,475-63.4% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.3pp | 81.2%-25.7pp |
| Annual return | -18.85% | 62.60%-81.4pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $979 | $3,418-71.4% | $2,812-65.2% | $4,740-79.4% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $304 | $6,944-95.6% | $5,425-94.4% | $11,426-97.3% |