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 | $20,340 | $72,177-71.8% | $115,037-82.3% | $59,632-65.9% |
| Participation rate | 41.1% | 72.6%-31.4pp | 81.4%-40.3pp | 68.7%-27.6pp |
| Annual return | 0.90% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $861 | $2,841-69.7% | $4,608-81.3% | $2,203-60.9% |
| Participant deferral / active EE | $1,225 | $4,783-74.4% | $6,026-79.7% | $3,192-61.6% |
| Admin fee / account holder | $5,075 | $4,927+3.0% | $8,175-37.9% | $4,297+18.1% |