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 | $27,514 | $59,107-53.5% | $86,436-68.2% | $68,494-59.8% |
| Participation rate | 51.2% | 75.2%-24.0pp | 80.3%-29.1pp | 67.9%-16.7pp |
| Annual return | -18.12% | -0.23%-17.9pp | 4394.89%-4413.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,335 | $2,519-47.0% | $3,769-64.6% | $2,596-48.6% |
| Participant deferral / active EE | $2,304 | $5,901-61.0% | $6,952-66.9% | $4,027-42.8% |
| Admin fee / account holder | $4,892 | $5,637-13.2% | $6,731-27.3% | $5,403-9.5% |