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 7-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 | $19,753 | $82,630-76.1% | $64,105-69.2% | $125,391-84.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -2.64% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,096 | $2,671-59.0% | $1,820-39.8% | $4,866-77.5% |
| Participant deferral / active EE | $607 | $3,608-83.2% | $2,822-78.5% | $5,352-88.7% |
| Admin fee / account holder | $686 | $6,382-89.2% | $4,499-84.7% | $9,540-92.8% |