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 8-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 | $25,671 | $53,162-51.7% | $91,220-71.9% | $68,494-62.5% |
| Participation rate | 14.3% | 63.2%-48.9pp | 73.2%-58.9pp | 67.9%-53.6pp |
| Annual return | -18.32% | -3.14%-15.2pp | 114.01%-132.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $832 | $1,709-51.4% | $2,850-70.8% | $2,596-68.0% |
| Participant deferral / active EE | $878 | $2,974-70.5% | $4,234-79.3% | $4,027-78.2% |
| Admin fee / account holder | $2,671 | $4,493-40.5% | $5,420-50.7% | $5,403-50.6% |