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 | $32,374 | $56,199-42.4% | $67,652-52.1% | $59,632-45.7% |
| Participation rate | 31.3% | 71.5%-40.2pp | 75.7%-44.4pp | 68.7%-37.4pp |
| Annual return | -0.52% | 18505.31%-18505.8pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $415 | $1,614-74.3% | $2,266-81.7% | $2,203-81.2% |
| Participant deferral / active EE | $1,123 | $2,844-60.5% | $3,560-68.4% | $3,192-64.8% |
| Admin fee / account holder | $795 | $3,958-79.9% | $4,821-83.5% | $4,297-81.5% |