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 | $23,207 | $79,633-70.9% | $93,789-75.3% | $68,494-66.1% |
| Participation rate | 56.0% | 75.4%-19.4pp | 81.0%-25.0pp | 67.9%-11.9pp |
| Annual return | -17.52% | -0.10%-17.4pp | -11.33%-6.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,017 | $3,665-72.3% | $4,323-76.5% | $2,596-60.8% |
| Participant deferral / active EE | $1,353 | $5,158-73.8% | $6,094-77.8% | $4,027-66.4% |
| Admin fee / account holder | $1,165 | $6,871-83.0% | $7,195-83.8% | $5,403-78.4% |