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 | $20,091 | $54,726-63.3% | $68,793-70.8% | $64,186-68.7% |
| Participation rate | 35.1% | 68.0%-33.0pp | 72.2%-37.2pp | 69.6%-34.5pp |
| Annual return | -6.56% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $384 | $1,846-79.2% | $2,625-85.4% | $2,381-83.9% |
| Participant deferral / active EE | $568 | $2,626-78.4% | $3,311-82.8% | $3,470-83.6% |
| Admin fee / account holder | $8,883 | $4,027+120.6% | $5,131+73.1% | $4,888+81.7% |