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 | $36,628 | $45,863-20.1% | $77,024-52.4% | $68,494-46.5% |
| Participation rate | 10.7% | 55.9%-45.2pp | 67.9%-57.2pp | 67.9%-57.2pp |
| Annual return | -14.92% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $266 | $1,650-83.9% | $2,812-90.5% | $2,596-89.8% |
| Participant deferral / active EE | $658 | $2,962-77.8% | $4,426-85.1% | $4,027-83.7% |
| Admin fee / account holder | $11,427 | $3,041+275.8% | $5,425+110.6% | $5,403+111.5% |