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 8-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 | $18,337 | $82,286-77.7% | $68,791-73.3% | $134,475-86.4% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -8.10% | -2.19%-5.9pp | -6.38%-1.7pp | 417.96%-426.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $123 | $4,739-97.4% | $3,941-96.9% | $6,400-98.1% |
| Admin fee / account holder | $5,686 | $6,481-12.3% | $4,932+15.3% | $11,426-50.2% |