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 5-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 | $20,301 | $64,707-68.6% | $112,228-81.9% | $68,494-70.4% |
| Participation rate | 18.9% | 67.2%-48.2pp | 75.1%-56.1pp | 67.9%-49.0pp |
| Annual return | -14.82% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $922 | $2,746-66.4% | $3,635-74.6% | $2,596-64.5% |
| Participant deferral / active EE | $945 | $3,565-73.5% | $4,728-80.0% | $4,027-76.5% |
| Admin fee / account holder | $366 | $5,232-93.0% | $6,410-94.3% | $5,403-93.2% |