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 | $35,106 | $84,695-58.6% | $73,843-52.5% | $125,391-72.0% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.4%-53.4pp | 83.2%-63.2pp |
| Annual return | 0.00% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $231 | $3,123-92.6% | $2,787-91.7% | $4,866-95.2% |
| Participant deferral / active EE | $297 | $3,992-92.6% | $3,583-91.7% | $5,352-94.5% |
| Admin fee / account holder | $1,701 | $5,691-70.1% | $4,880-65.2% | $9,540-82.2% |