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 6-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 | $20,838 | $52,681-60.4% | $75,781-72.5% | $59,632-65.1% |
| Participation rate | 68.6% | 67.2%+1.3pp | 75.8%-7.2pp | 68.7%-0.1pp |
| Annual return | -1.96% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $387 | $2,591-85.1% | $3,651-89.4% | $3,192-87.9% |
| Admin fee / account holder | $2,861 | $3,610-20.8% | $5,299-46.0% | $4,297-33.4% |