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 | $48,202 | $71,883-32.9% | $86,677-44.4% | $68,494-29.6% |
| Participation rate | 17.1% | 72.2%-55.2pp | 76.6%-59.5pp | 67.9%-50.8pp |
| Annual return | -12.89% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $800 | $2,173-63.2% | $2,836-71.8% | $2,596-69.2% |
| Participant deferral / active EE | $961 | $3,779-74.6% | $4,656-79.4% | $4,027-76.1% |
| Admin fee / account holder | $3,430 | $6,112-43.9% | $7,493-54.2% | $5,403-36.5% |