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 | $14,376 | $44,850-67.9% | $60,547-76.3% | $59,632-75.9% |
| Participation rate | 48.1% | 59.5%-11.3pp | 68.0%-19.8pp | 68.7%-20.5pp |
| Annual return | -0.07% | 1074.14%-1074.2pp | 335.64%-335.7pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $259 | $1,462-82.3% | $2,419-89.3% | $2,203-88.2% |
| Participant deferral / active EE | $618 | $2,230-72.3% | $3,328-81.4% | $3,192-80.6% |
| Admin fee / account holder | $910 | $3,635-75.0% | $4,536-79.9% | $4,297-78.8% |