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 | $13,389 | $76,000-82.4% | $154,107-91.3% | $64,186-79.1% |
| Participation rate | 45.2% | 70.4%-25.2pp | 83.0%-37.8pp | 69.6%-24.3pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $803 | $3,351-76.0% | $5,298-84.8% | $2,381-66.3% |
| Participant deferral / active EE | $814 | $3,175-74.4% | $5,081-84.0% | $3,470-76.5% |
| Admin fee / account holder | $1,456 | $5,596-74.0% | $13,411-89.1% | $4,888-70.2% |