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 | $23,349 | $59,805-61.0% | $79,550-70.6% | $68,494-65.9% |
| Participation rate | 25.6% | 61.1%-35.4pp | 69.5%-43.8pp | 67.9%-42.2pp |
| Annual return | -16.26% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $501 | $1,505-66.7% | $2,413-79.3% | $2,596-80.7% |
| Participant deferral / active EE | $801 | $3,024-73.5% | $3,985-79.9% | $4,027-80.1% |
| Admin fee / account holder | $1,209 | $4,835-75.0% | $6,832-82.3% | $5,403-77.6% |