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 | $46,064 | $54,380-15.3% | $68,509-32.8% | $59,632-22.8% |
| Participation rate | 55.0% | 70.2%-15.2pp | 74.7%-19.7pp | 68.7%-13.7pp |
| Annual return | -0.57% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $295 | $1,539-80.8% | $2,278-87.0% | $2,203-86.6% |
| Participant deferral / active EE | $737 | $2,643-72.1% | $3,382-78.2% | $3,192-76.9% |
| Admin fee / account holder | $315 | $3,885-91.9% | $5,275-94.0% | $4,297-92.7% |