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 | $27,945 | $57,108-51.1% | $94,224-70.3% | $52,331-46.6% |
| Participation rate | 28.8% | 72.9%-44.1pp | 78.8%-49.9pp | 68.1%-39.3pp |
| Annual return | -0.34% | 1.47%-1.8pp | 10.68%-11.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $706 | $1,735-59.3% | $3,587-80.3% | $1,882-62.5% |
| Participant deferral / active EE | $1,043 | $3,040-65.7% | $4,320-75.8% | $3,022-65.5% |
| Admin fee / account holder | $3,240 | $546+492.8% | $6,269-48.3% | $592+447.6% |