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 | $19,703 | $75,828-74.0% | $147,614-86.7% | $59,632-67.0% |
| Participation rate | 50.0% | 71.6%-21.6pp | 84.6%-34.6pp | 68.7%-18.7pp |
| Annual return | -1.37% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,054 | $3,485-41.1% | $5,564-63.1% | $2,203-6.7% |
| Participant deferral / active EE | $803 | $3,130-74.3% | $4,895-83.6% | $3,192-74.8% |
| Admin fee / account holder | $383 | $5,985-93.6% | $11,611-96.7% | $4,297-91.1% |