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 | $24,908 | $49,177-49.3% | $79,464-68.7% | $64,186-61.2% |
| Participation rate | 47.7% | 65.0%-17.3pp | 73.3%-25.6pp | 69.6%-21.8pp |
| Annual return | -7.24% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $496 | $2,076-76.1% | $2,800-82.3% | $2,381-79.2% |
| Participant deferral / active EE | $564 | $2,821-80.0% | $3,704-84.8% | $3,470-83.7% |
| Admin fee / account holder | $3,190 | $3,839-16.9% | $5,113-37.6% | $4,888-34.7% |