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 | $22,958 | $75,828-69.7% | $147,614-84.4% | $59,632-61.5% |
| Participation rate | 32.5% | 71.6%-39.1pp | 84.6%-52.1pp | 68.7%-36.2pp |
| Annual return | 0.82% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $347 | $3,485-90.0% | $5,564-93.8% | $2,203-84.2% |
| Participant deferral / active EE | $770 | $3,130-75.4% | $4,895-84.3% | $3,192-75.9% |
| Admin fee / account holder | $4,941 | $5,985-17.4% | $11,611-57.4% | $4,297+15.0% |