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 | $32,478 | $52,681-38.3% | $75,781-57.1% | $59,632-45.5% |
| Participation rate | 59.4% | 67.2%-7.9pp | 75.8%-16.4pp | 68.7%-9.3pp |
| Annual return | -1.46% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $944 | $2,591-63.6% | $3,651-74.2% | $3,192-70.4% |
| Admin fee / account holder | $780 | $3,610-78.4% | $5,299-85.3% | $4,297-81.8% |