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 | $15,480 | $76,000-79.6% | $154,107-90.0% | $64,186-75.9% |
| Participation rate | 12.3% | 70.4%-58.1pp | 83.0%-70.7pp | 69.6%-57.2pp |
| Annual return | -3.20% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $498 | $3,175-84.3% | $5,081-90.2% | $3,470-85.7% |
| Admin fee / account holder | $6,771 | $5,596+21.0% | $13,411-49.5% | $4,888+38.5% |