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 | $22,831 | $45,566-49.9% | $64,105-64.4% | $59,632-61.7% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | 0.74% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $409 | $934-56.2% | $1,820-77.5% | $2,203-81.4% |
| Participant deferral / active EE | $843 | $2,057-59.0% | $2,822-70.1% | $3,192-73.6% |
| Admin fee / account holder | $3,183 | $3,268-2.6% | $4,499-29.3% | $4,297-25.9% |