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 | $42,554 | $65,703-35.2% | $94,224-54.8% | $59,632-28.6% |
| Participation rate | 35.9% | 72.1%-36.2pp | 78.8%-42.8pp | 68.7%-32.7pp |
| Annual return | -0.99% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,092 | $3,143-65.3% | $4,320-74.7% | $3,192-65.8% |
| Admin fee / account holder | $1,079 | $4,264-74.7% | $6,269-82.8% | $4,297-74.9% |