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 | $21,302 | $75,828-71.9% | $147,614-85.6% | $59,632-64.3% |
| Participation rate | 46.7% | 71.6%-24.8pp | 84.6%-37.9pp | 68.7%-21.9pp |
| Annual return | 0.75% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $477 | $3,485-86.3% | $5,564-91.4% | $2,203-78.3% |
| Participant deferral / active EE | $782 | $3,130-75.0% | $4,895-84.0% | $3,192-75.5% |
| Admin fee / account holder | $7,791 | $5,985+30.2% | $11,611-32.9% | $4,297+81.3% |