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 | $33,791 | $76,000-55.5% | $154,107-78.1% | $64,186-47.4% |
| Participation rate | 9.9% | 70.4%-60.6pp | 83.0%-73.2pp | 69.6%-59.7pp |
| Annual return | 0.53% | 30.32%-29.8pp | 735.12%-734.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $494 | $3,175-84.5% | $5,081-90.3% | $3,470-85.8% |
| Admin fee / account holder | $311 | $5,596-94.4% | $13,411-97.7% | $4,888-93.6% |