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 | $17,695 | $100,754-82.4% | $86,677-79.6% | $134,475-86.8% |
| Participation rate | 54.5% | 78.9%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -19.41% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $775 | $3,489-77.8% | $2,836-72.7% | $4,740-83.7% |
| Participant deferral / active EE | $1,686 | $5,338-68.4% | $4,656-63.8% | $6,400-73.7% |
| Admin fee / account holder | $1,155 | $10,926-89.4% | $7,493-84.6% | $11,426-89.9% |