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 | $19,694 | $27,839-29.3% | $58,482-66.3% | $71,457-72.4% |
| Participation rate | 9.5% | 34.5%-25.1pp | 50.9%-41.4pp | 67.9%-58.5pp |
| Annual return | 14.85% | 26.81%-12.0pp | 4239.32%-4224.5pp | 28.85%-14.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $180 | $1,206-85.1% | $1,924-90.7% | $4,289-95.8% |
| Admin fee / account holder | $3,942 | $1,641+140.3% | $2,516+56.7% | $1,587+148.3% |