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 5-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 | $7,918 | $39,019-79.7% | $80,716-90.2% | $85,850-90.8% |
| Participation rate | 11.7% | 41.5%-29.9pp | 54.2%-42.5pp | 69.3%-57.6pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $135 | $722-81.2% | $1,160-88.3% | $2,565-94.7% |
| Participant deferral / active EE | $239 | $1,326-82.0% | $2,146-88.9% | $3,952-94.0% |
| Admin fee / account holder | $3,626 | $2,431+49.2% | $3,380+7.3% | $6,260-42.1% |