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 4-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 | $50,167 | $73,004-31.3% | $90,749-44.7% | $68,494-26.8% |
| Participation rate | 47.3% | 70.8%-23.6pp | 75.7%-28.4pp | 67.9%-20.6pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $673 | $2,193-69.3% | $2,921-77.0% | $2,596-74.1% |
| Participant deferral / active EE | $1,529 | $3,627-57.8% | $4,564-66.5% | $4,027-62.0% |
| Admin fee / account holder | $1,210 | $5,896-79.5% | $8,445-85.7% | $5,403-77.6% |