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 | $22,164 | $52,519-57.8% | $155,790-85.8% | $59,632-62.8% |
| Participation rate | 42.0% | 61.7%-19.7pp | 76.1%-34.1pp | 68.7%-26.6pp |
| Annual return | -1.99% | 53.51%-55.5pp | 71.54%-73.5pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $706 | $1,589-55.6% | $3,836-81.6% | $2,203-67.9% |
| Participant deferral / active EE | $880 | $3,084-71.5% | $4,797-81.7% | $3,192-72.4% |
| Admin fee / account holder | $4,584 | $3,540+29.5% | $7,478-38.7% | $4,297+6.7% |