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 5-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 | $42,601 | $58,694-27.4% | $142,863-70.2% | $85,850-50.4% |
| Participation rate | 20.5% | 58.5%-38.0pp | 71.9%-51.5pp | 69.3%-48.9pp |
| Annual return | 0.00% | 27.72%-27.7pp | 5637.54%-5637.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $281 | $1,423-80.2% | $4,144-93.2% | $2,565-89.0% |
| Participant deferral / active EE | $897 | $2,607-65.6% | $3,837-76.6% | $3,952-77.3% |
| Admin fee / account holder | $3,772 | $4,239-11.0% | $6,560-42.5% | $6,260-39.7% |