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 | $30,876 | $62,586-50.7% | $76,768-59.8% | $64,186-51.9% |
| Participation rate | 56.0% | 72.8%-16.8pp | 77.0%-21.0pp | 69.6%-13.6pp |
| Annual return | -6.76% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $542 | $1,832-70.4% | $2,485-78.2% | $2,381-77.2% |
| Participant deferral / active EE | $1,023 | $3,145-67.5% | $3,852-73.4% | $3,470-70.5% |
| Admin fee / account holder | $1,093 | $4,667-76.6% | $6,675-83.6% | $4,888-77.6% |