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 | $42,476 | $61,660-31.1% | $80,019-46.9% | $64,186-33.8% |
| Participation rate | 28.3% | 71.7%-43.4pp | 75.8%-47.6pp | 69.6%-41.3pp |
| Annual return | -6.77% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $472 | $1,810-74.0% | $2,468-80.9% | $2,381-80.2% |
| Participant deferral / active EE | $1,044 | $2,968-64.8% | $3,686-71.7% | $3,470-69.9% |
| Admin fee / account holder | $4,847 | $5,417-10.5% | $6,521-25.7% | $4,888-0.8% |