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 | $34,425 | $56,199-38.7% | $67,652-49.1% | $59,632-42.3% |
| Participation rate | 52.0% | 71.5%-19.5pp | 75.7%-23.7pp | 68.7%-16.7pp |
| Annual return | -1.72% | 18505.31%-18507.0pp | 6625.04%-6626.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $601 | $1,614-62.8% | $2,266-73.5% | $2,203-72.7% |
| Participant deferral / active EE | $991 | $2,844-65.1% | $3,560-72.2% | $3,192-68.9% |
| Admin fee / account holder | $1,846 | $3,958-53.4% | $4,821-61.7% | $4,297-57.0% |