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 | $102,622 | $59,107+73.6% | $86,436+18.7% | $68,494+49.8% |
| Participation rate | 55.6% | 75.2%-19.7pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | 13.78% | -0.23%+14.0pp | 4394.89%-4381.1pp | -7.84%+21.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,566 | $5,901-56.5% | $6,952-63.1% | $4,027-36.3% |
| Admin fee / account holder | $404 | $5,637-92.8% | $6,731-94.0% | $5,403-92.5% |