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 9-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 | $19,357 | $44,850-56.8% | $60,547-68.0% | $59,632-67.5% |
| Participation rate | 44.1% | 59.5%-15.4pp | 68.0%-23.8pp | 68.7%-24.6pp |
| Annual return | -0.60% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $680 | $2,230-69.5% | $3,328-79.6% | $3,192-78.7% |
| Admin fee / account holder | $1,234 | $3,635-66.0% | $4,536-72.8% | $4,297-71.3% |