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 | $10,081 | $45,863-78.0% | $77,024-86.9% | $68,494-85.3% |
| Participation rate | 55.2% | 55.9%-0.7pp | 67.9%-12.7pp | 67.9%-12.7pp |
| Annual return | -18.53% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $424 | $2,962-85.7% | $4,426-90.4% | $4,027-89.5% |
| Admin fee / account holder | $1,510 | $3,041-50.3% | $5,425-72.2% | $5,403-72.0% |