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 | $59,821 | $45,566+31.3% | $64,105-6.7% | $59,632+0.3% |
| Participation rate | 41.2% | 60.2%-19.0pp | 68.2%-27.0pp | 68.7%-27.5pp |
| Annual return | 0.21% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $307 | $934-67.2% | $1,820-83.2% | $2,203-86.1% |
| Participant deferral / active EE | $797 | $2,057-61.2% | $2,822-71.7% | $3,192-75.0% |
| Admin fee / account holder | $6,963 | $3,268+113.1% | $4,499+54.8% | $4,297+62.0% |