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 | $8,061 | $93,024-91.3% | $77,024-89.5% | $134,475-94.0% |
| Participation rate | 43.8% | 74.5%-30.7pp | 67.9%-24.2pp | 81.2%-37.5pp |
| Annual return | -18.75% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $476 | $3,418-86.1% | $2,812-83.1% | $4,740-89.9% |
| Participant deferral / active EE | $769 | $5,238-85.3% | $4,426-82.6% | $6,400-88.0% |
| Admin fee / account holder | $1,248 | $6,944-82.0% | $5,425-77.0% | $11,426-89.1% |