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 | $50,522 | $54,320-7.0% | $67,652-25.3% | $52,331-3.5% |
| Participation rate | 24.5% | 73.6%-49.1pp | 75.7%-51.1pp | 68.1%-43.6pp |
| Annual return | -0.08% | 6.81%-6.9pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,016 | $2,950-65.5% | $3,560-71.4% | $3,022-66.4% |
| Admin fee / account holder | $602 | $527+14.4% | $4,821-87.5% | $592+1.8% |