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 | $78,565 | $55,041+42.7% | $45,164+74.0% | $134,475-41.6% |
| Participation rate | 57.1% | 63.8%-6.7pp | 55.2%+2.0pp | 81.2%-24.1pp |
| Annual return | 0.00% | -19.63%+19.6pp | -20.28%+20.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $10,286 | $3,006+242.1% | $2,321+343.1% | $4,740+117.0% |
| Participant deferral / active EE | $0 | $3,822-100.0% | $3,184-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,482 | $4,029-13.6% | $3,071+13.4% | $11,426-69.5% |