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 | $25,267 | $59,107-57.3% | $86,436-70.8% | $68,494-63.1% |
| Participation rate | 32.4% | 75.2%-42.8pp | 80.3%-47.9pp | 67.9%-35.5pp |
| Annual return | -15.75% | -0.23%-15.5pp | 4394.89%-4410.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $706 | $2,519-72.0% | $3,769-81.3% | $2,596-72.8% |
| Participant deferral / active EE | $1,506 | $5,901-74.5% | $6,952-78.3% | $4,027-62.6% |
| Admin fee / account holder | $1,692 | $5,637-70.0% | $6,731-74.9% | $5,403-68.7% |