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 | $44,290 | $55,449-20.1% | $83,848-47.2% | $56,287-21.3% |
| Participation rate | 35.7% | 68.0%-32.3pp | 76.1%-40.4pp | 69.9%-34.1pp |
| Annual return | -5.82% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $560 | $2,430-76.9% | $3,631-84.6% | $2,111-73.4% |
| Participant deferral / active EE | $1,133 | $2,935-61.4% | $4,082-72.3% | $3,350-66.2% |
| Admin fee / account holder | $2,104 | $656+220.8% | $5,478-61.6% | $521+304.0% |