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 | $18,176 | $49,177-63.0% | $79,464-77.1% | $64,186-71.7% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.6%-36.2pp |
| Annual return | -3.11% | -1.16%-2.0pp | 718.14%-721.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $227 | $2,076-89.1% | $2,800-91.9% | $2,381-90.5% |
| Participant deferral / active EE | $701 | $2,821-75.2% | $3,704-81.1% | $3,470-79.8% |
| Admin fee / account holder | $1,147 | $3,839-70.1% | $5,113-77.6% | $4,888-76.5% |