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 | $26,770 | $82,664-67.6% | $125,339-78.6% | $68,494-60.9% |
| Participation rate | 56.5% | 75.0%-18.5pp | 82.4%-25.8pp | 67.9%-11.4pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,692 | $3,381+38.8% | $4,814-2.5% | $2,596+80.7% |
| Participant deferral / active EE | $172 | $6,110-97.2% | $7,446-97.7% | $4,027-95.7% |
| Admin fee / account holder | $7,730 | $6,275+23.2% | $10,010-22.8% | $5,403+43.1% |