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 10-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 | $29,385 | $45,566-35.5% | $64,105-54.2% | $59,632-50.7% |
| Participation rate | 40.2% | 60.2%-20.0pp | 68.2%-28.0pp | 68.7%-28.5pp |
| Annual return | -1.86% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $579 | $934-38.0% | $1,820-68.2% | $2,203-73.7% |
| Participant deferral / active EE | $868 | $2,057-57.8% | $2,822-69.2% | $3,192-72.8% |
| Admin fee / account holder | $1,047 | $3,268-67.9% | $4,499-76.7% | $4,297-75.6% |