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 | $26,738 | $59,107-54.8% | $86,436-69.1% | $68,494-61.0% |
| Participation rate | 43.3% | 75.2%-31.9pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -7.57% | -0.23%-7.3pp | 4394.89%-4402.5pp | -7.84%+0.3pp |
| Employer contribution / active EE | $1,523 | $2,519-39.5% | $3,769-59.6% | $2,596-41.3% |
| Participant deferral / active EE | $2,429 | $5,901-58.8% | $6,952-65.1% | $4,027-39.7% |
| Admin fee / account holder | $468 | $5,637-91.7% | $6,731-93.1% | $5,403-91.3% |