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 | $16,524 | $82,286-79.9% | $68,791-76.0% | $134,475-87.7% |
| Participation rate | 43.8% | 75.1%-31.3pp | 69.0%-25.3pp | 81.2%-37.5pp |
| Annual return | -16.33% | -2.19%-14.1pp | -6.38%-10.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $602 | $3,301-81.8% | $2,655-77.3% | $4,740-87.3% |
| Participant deferral / active EE | $728 | $4,739-84.6% | $3,941-81.5% | $6,400-88.6% |
| Admin fee / account holder | $1,836 | $6,481-71.7% | $4,932-62.8% | $11,426-83.9% |