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 8-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 | $25,252 | $50,637-50.1% | $86,590-70.8% | $62,292-59.5% |
| Participation rate | 39.2% | 67.9%-28.7pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 0.00% | 20.80%-20.8pp | 964.84%-964.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $478 | $2,075-77.0% | $2,839-83.2% | $2,042-76.6% |
| Participant deferral / active EE | $525 | $2,611-79.9% | $3,609-85.4% | $3,169-83.4% |
| Admin fee / account holder | $1,072 | $413+159.5% | $4,906-78.1% | $479+123.7% |