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 | $37,326 | $72,404-48.4% | $110,238-66.1% | $64,186-41.8% |
| Participation rate | 49.1% | 73.3%-24.2pp | 79.8%-30.7pp | 69.6%-20.5pp |
| Annual return | -2.43% | -6.29%+3.9pp | 314.74%-317.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $764 | $2,282-66.5% | $3,826-80.0% | $2,381-67.9% |
| Participant deferral / active EE | $1,154 | $3,469-66.7% | $4,672-75.3% | $3,470-66.7% |
| Admin fee / account holder | $911 | $5,664-83.9% | $8,547-89.3% | $4,888-81.4% |