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 | $78,302 | $97,044-19.3% | $83,333-6.0% | $135,375-42.2% |
| Participation rate | 23.1% | 80.4%-57.3pp | 77.8%-54.7pp | 82.6%-59.6pp |
| Annual return | -5.58% | 12.31%-17.9pp | 10.63%-16.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $593 | $4,143-85.7% | $3,379-82.5% | $4,779-87.6% |
| Participant deferral / active EE | $718 | $5,964-88.0% | $5,565-87.1% | $5,609-87.2% |
| Admin fee / account holder | $10,610 | $8,380+26.6% | $7,510+41.3% | $10,827-2.0% |