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 5-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 | $22,313 | $52,903-57.8% | $73,307-69.6% | $59,632-62.6% |
| Participation rate | 25.7% | 68.2%-42.5pp | 74.9%-49.2pp | 68.7%-43.0pp |
| Annual return | -0.87% | 12.20%-13.1pp | 5.67%-6.5pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $344 | $1,909-82.0% | $3,237-89.4% | $2,203-84.4% |
| Participant deferral / active EE | $1,541 | $4,069-62.1% | $4,991-69.1% | $3,192-51.7% |
| Admin fee / account holder | $7,924 | $3,834+106.7% | $5,637+40.6% | $4,297+84.4% |