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 | $30,678 | $100,754-69.6% | $86,677-64.6% | $134,475-77.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.83% | 29.04%-47.9pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $989 | $3,489-71.7% | $2,836-65.1% | $4,740-79.1% |
| Participant deferral / active EE | $1,683 | $5,338-68.5% | $4,656-63.8% | $6,400-73.7% |
| Admin fee / account holder | $15,319 | $10,926+40.2% | $7,493+104.4% | $11,426+34.1% |