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 8-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 | $59,021 | $82,664-28.6% | $125,339-52.9% | $68,494-13.8% |
| Participation rate | 7.1% | 75.0%-67.9pp | 82.4%-75.2pp | 67.9%-60.7pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $804 | $3,381-76.2% | $4,814-83.3% | $2,596-69.0% |
| Participant deferral / active EE | $1,216 | $6,110-80.1% | $7,446-83.7% | $4,027-69.8% |
| Admin fee / account holder | $402 | $6,275-93.6% | $10,010-96.0% | $5,403-92.6% |