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 | $61,530 | $82,664-25.6% | $125,339-50.9% | $68,494-10.2% |
| Participation rate | 20.6% | 75.0%-54.4pp | 82.4%-61.7pp | 67.9%-47.3pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $768 | $3,381-77.3% | $4,814-84.0% | $2,596-70.4% |
| Participant deferral / active EE | $1,701 | $6,110-72.2% | $7,446-77.2% | $4,027-57.8% |
| Admin fee / account holder | $4,616 | $6,275-26.5% | $10,010-53.9% | $5,403-14.6% |