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 | $117,626 | $81,900+43.6% | $119,609-1.7% | $68,494+71.7% |
| Participation rate | 19.4% | 71.9%-52.5pp | 79.3%-59.9pp | 67.9%-48.5pp |
| Annual return | -12.23% | -23.82%+11.6pp | -14.97%+2.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $703 | $2,693-73.9% | $4,232-83.4% | $2,596-72.9% |
| Participant deferral / active EE | $1,403 | $4,148-66.2% | $5,602-75.0% | $4,027-65.2% |
| Admin fee / account holder | $18,571 | $6,582+182.2% | $10,323+79.9% | $5,403+243.7% |