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 | $19,621 | $82,664-76.3% | $125,339-84.3% | $68,494-71.4% |
| Participation rate | 28.2% | 75.0%-46.8pp | 82.4%-54.2pp | 67.9%-39.7pp |
| Annual return | -15.56% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $836 | $3,381-75.3% | $4,814-82.6% | $2,596-67.8% |
| Participant deferral / active EE | $580 | $6,110-90.5% | $7,446-92.2% | $4,027-85.6% |
| Admin fee / account holder | $4,227 | $6,275-32.6% | $10,010-57.8% | $5,403-21.8% |