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 | $17,741 | $75,828-76.6% | $147,614-88.0% | $59,632-70.2% |
| Participation rate | 63.8% | 71.6%-7.8pp | 84.6%-20.9pp | 68.7%-4.9pp |
| Annual return | -0.83% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $500 | $3,485-85.7% | $5,564-91.0% | $2,203-77.3% |
| Participant deferral / active EE | $685 | $3,130-78.1% | $4,895-86.0% | $3,192-78.5% |
| Admin fee / account holder | $305 | $5,985-94.9% | $11,611-97.4% | $4,297-92.9% |