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 | $18,648 | $48,265-61.4% | $68,791-72.9% | $68,494-72.8% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -18.06% | -12.71%-5.4pp | -6.38%-11.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $360 | $1,829-80.3% | $2,655-86.4% | $2,596-86.1% |
| Participant deferral / active EE | $677 | $2,867-76.4% | $3,941-82.8% | $4,027-83.2% |
| Admin fee / account holder | $1,599 | $4,355-63.3% | $4,932-67.6% | $5,403-70.4% |