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 7-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 | $38,658 | $65,703-41.2% | $94,224-59.0% | $59,632-35.2% |
| Participation rate | 60.0% | 72.1%-12.1pp | 78.8%-18.8pp | 68.7%-8.7pp |
| Annual return | 0.62% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $700 | $2,021-65.3% | $3,587-80.5% | $2,203-68.2% |
| Participant deferral / active EE | $1,127 | $3,143-64.1% | $4,320-73.9% | $3,192-64.7% |
| Admin fee / account holder | $889 | $4,264-79.2% | $6,269-85.8% | $4,297-79.3% |