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 | $30,859 | $50,958-39.4% | $74,550-58.6% | $64,186-51.9% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.1%-37.0pp | 69.6%-37.4pp |
| Annual return | -0.73% | -1.86%+1.1pp | 32.53%-33.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $283 | $1,115-74.6% | $1,961-85.6% | $2,381-88.1% |
| Participant deferral / active EE | $691 | $2,301-70.0% | $3,108-77.8% | $3,470-80.1% |
| Admin fee / account holder | $9,993 | $4,223+136.6% | $5,060+97.5% | $4,888+104.4% |