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 | $41,027 | $59,805-31.4% | $79,550-48.4% | $68,494-40.1% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -7.50% | -12.30%+4.8pp | 0.16%-7.7pp | -7.84%+0.3pp |
| Employer contribution / active EE | $576 | $1,505-61.7% | $2,413-76.1% | $2,596-77.8% |
| Participant deferral / active EE | $1,152 | $3,024-61.9% | $3,985-71.1% | $4,027-71.4% |
| Admin fee / account holder | $2,429 | $4,835-49.8% | $6,832-64.4% | $5,403-55.0% |