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 5-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 | $40,173 | $59,107-32.0% | $86,436-53.5% | $68,494-41.3% |
| Participation rate | 56.1% | 75.2%-19.1pp | 80.3%-24.2pp | 67.9%-11.8pp |
| Annual return | 0.65% | -0.23%+0.9pp | 4394.89%-4394.2pp | -7.84%+8.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,610 | $5,901-72.7% | $6,952-76.8% | $4,027-60.0% |
| Admin fee / account holder | $600 | $5,637-89.3% | $6,731-91.1% | $5,403-88.9% |