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 | $19,544 | $54,229-64.0% | $70,092-72.1% | $68,494-71.5% |
| Participation rate | 42.9% | 64.5%-21.6pp | 70.5%-27.6pp | 67.9%-25.0pp |
| Annual return | -18.50% | -13.87%-4.6pp | 190.73%-209.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $490 | $2,018-75.7% | $2,559-80.8% | $2,596-81.1% |
| Participant deferral / active EE | $936 | $2,956-68.3% | $3,849-75.7% | $4,027-76.8% |
| Admin fee / account holder | $1,998 | $4,694-57.4% | $6,267-68.1% | $5,403-63.0% |