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 | $33,563 | $71,883-53.3% | $86,677-61.3% | $68,494-51.0% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -17.28% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $604 | $2,173-72.2% | $2,836-78.7% | $2,596-76.7% |
| Participant deferral / active EE | $1,286 | $3,779-66.0% | $4,656-72.4% | $4,027-68.1% |
| Admin fee / account holder | $3,745 | $6,112-38.7% | $7,493-50.0% | $5,403-30.7% |