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 | $22,917 | $54,350-57.8% | $82,719-72.3% | $68,494-66.5% |
| Participation rate | 14.6% | 63.9%-49.3pp | 72.6%-57.9pp | 67.9%-53.3pp |
| Annual return | -12.14% | -13.67%+1.5pp | 701.18%-713.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $272 | $2,218-87.7% | $3,009-91.0% | $2,596-89.5% |
| Participant deferral / active EE | $650 | $3,246-80.0% | $4,395-85.2% | $4,027-83.9% |
| Admin fee / account holder | $2,848 | $4,395-35.2% | $5,329-46.6% | $5,403-47.3% |