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 | $58,597 | $100,754-41.8% | $86,677-32.4% | $134,475-56.4% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -8.94% | 29.04%-38.0pp | 35.91%-44.8pp | 417.96%-426.9pp |
| Employer contribution / active EE | $793 | $3,489-77.3% | $2,836-72.0% | $4,740-83.3% |
| Participant deferral / active EE | $1,587 | $5,338-70.3% | $4,656-65.9% | $6,400-75.2% |
| Admin fee / account holder | $635 | $10,926-94.2% | $7,493-91.5% | $11,426-94.4% |