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 | $22,869 | $73,867-69.0% | $143,757-84.1% | $68,494-66.6% |
| Participation rate | 30.2% | 66.7%-36.4pp | 80.3%-50.1pp | 67.9%-37.7pp |
| Annual return | -17.71% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $645 | $3,184-79.7% | $4,951-87.0% | $2,596-75.1% |
| Participant deferral / active EE | $919 | $3,384-72.9% | $5,637-83.7% | $4,027-77.2% |
| Admin fee / account holder | $4,117 | $5,755-28.5% | $14,673-71.9% | $5,403-23.8% |