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 7-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 | $96,454 | $58,523+64.8% | $99,443-3.0% | $72,985+32.2% |
| Participation rate | 37.9% | 64.6%-26.7pp | 73.8%-35.9pp | 69.5%-31.6pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $468 | $1,512-69.0% | $2,540-81.6% | $2,440-80.8% |
| Participant deferral / active EE | $937 | $2,606-64.1% | $3,619-74.1% | $3,607-74.0% |
| Admin fee / account holder | $828 | $4,102-79.8% | $6,250-86.8% | $5,124-83.8% |