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 | $75,980 | $82,286-7.7% | $68,791+10.4% | $134,475-43.5% |
| Participation rate | 22.2% | 75.1%-52.8pp | 69.0%-46.8pp | 81.2%-59.0pp |
| Annual return | -15.09% | -2.19%-12.9pp | -6.38%-8.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $769 | $3,301-76.7% | $2,655-71.0% | $4,740-83.8% |
| Participant deferral / active EE | $962 | $4,739-79.7% | $3,941-75.6% | $6,400-85.0% |
| Admin fee / account holder | $5,239 | $6,481-19.2% | $4,932+6.2% | $11,426-54.1% |