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 7-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 | $28,471 | $73,004-61.0% | $90,749-68.6% | $68,494-58.4% |
| Participation rate | 62.5% | 70.8%-8.3pp | 75.7%-13.2pp | 67.9%-5.4pp |
| Annual return | 3.71% | -13.81%+17.5pp | -12.16%+15.9pp | -7.84%+11.6pp |
| Employer contribution / active EE | $589 | $2,193-73.1% | $2,921-79.8% | $2,596-77.3% |
| Participant deferral / active EE | $964 | $3,627-73.4% | $4,564-78.9% | $4,027-76.1% |
| Admin fee / account holder | $1,304 | $5,896-77.9% | $8,445-84.6% | $5,403-75.9% |