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 3-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 | $59,432 | $54,380+9.3% | $68,509-13.2% | $59,632-0.3% |
| Participation rate | 52.5% | 70.2%-17.7pp | 74.7%-22.3pp | 68.7%-16.2pp |
| Annual return | 0.74% | 2.83%-2.1pp | 8.27%-7.5pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $881 | $1,539-42.8% | $2,278-61.3% | $2,203-60.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,329 | $3,885-40.1% | $5,275-55.8% | $4,297-45.8% |