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 9-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 | $136,771 | $96,965+41.1% | $97,995+39.6% | $147,584-7.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 82.4%-32.4pp | 82.8%-32.8pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,000 | $4,536+10.2% | $4,158+20.2% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $666 | $8,120-91.8% | $5,943-88.8% | $10,885-93.9% |