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 | $20,939 | $105,860-80.2% | $90,749-76.9% | $134,475-84.4% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | -11.70% | -11.01%-0.7pp | -12.16%+0.5pp | 417.96%-429.7pp |
| Employer contribution / active EE | $751 | $3,462-78.3% | $2,921-74.3% | $4,740-84.1% |
| Participant deferral / active EE | $1,309 | $5,216-74.9% | $4,564-71.3% | $6,400-79.5% |
| Admin fee / account holder | $2,111 | $13,938-84.9% | $8,445-75.0% | $11,426-81.5% |