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 | $61,955 | $64,707-4.3% | $112,228-44.8% | $68,494-9.5% |
| Participation rate | 18.3% | 67.2%-48.8pp | 75.1%-56.7pp | 67.9%-49.6pp |
| Annual return | -17.01% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $695 | $2,746-74.7% | $3,635-80.9% | $2,596-73.2% |
| Participant deferral / active EE | $1,112 | $3,565-68.8% | $4,728-76.5% | $4,027-72.4% |
| Admin fee / account holder | $9,945 | $5,232+90.1% | $6,410+55.1% | $5,403+84.1% |