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 | $28,504 | $76,000-62.5% | $154,107-81.5% | $64,186-55.6% |
| Participation rate | 31.3% | 70.4%-39.1pp | 83.0%-51.7pp | 69.6%-38.2pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $662 | $3,351-80.3% | $5,298-87.5% | $2,381-72.2% |
| Participant deferral / active EE | $688 | $3,175-78.3% | $5,081-86.4% | $3,470-80.2% |
| Admin fee / account holder | $1,962 | $5,596-64.9% | $13,411-85.4% | $4,888-59.9% |