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 | $22,877 | $49,177-53.5% | $79,464-71.2% | $64,186-64.4% |
| Participation rate | 40.4% | 65.0%-24.7pp | 73.3%-33.0pp | 69.6%-29.2pp |
| Annual return | -3.46% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $546 | $2,076-73.7% | $2,800-80.5% | $2,381-77.0% |
| Participant deferral / active EE | $718 | $2,821-74.6% | $3,704-80.6% | $3,470-79.3% |
| Admin fee / account holder | $7,416 | $3,839+93.2% | $5,113+45.0% | $4,888+51.7% |