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 9-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 | $42,330 | $65,061-34.9% | $143,757-70.6% | $66,914-36.7% |
| Participation rate | 9.1% | 65.2%-56.1pp | 80.3%-71.2pp | 69.8%-60.7pp |
| Annual return | -16.73% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $563 | $2,919-80.7% | $5,637-90.0% | $4,237-86.7% |
| Admin fee / account holder | $2,046 | $502+307.7% | $14,673-86.1% | $593+244.9% |