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 4-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 | $92,013 | $78,694+16.9% | $67,652+36.0% | $125,391-26.6% |
| Participation rate | 47.1% | 78.8%-31.7pp | 75.7%-28.6pp | 83.2%-36.1pp |
| Annual return | -2.30% | 9.46%-11.8pp | 6625.04%-6627.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $843 | $4,292-80.4% | $3,560-76.3% | $5,352-84.3% |
| Admin fee / account holder | $4,874 | $7,403-34.2% | $4,821+1.1% | $9,540-48.9% |