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 | $50,379 | $82,664-39.1% | $125,339-59.8% | $68,494-26.4% |
| Participation rate | 60.5% | 75.0%-14.5pp | 82.4%-21.8pp | 67.9%-7.4pp |
| Annual return | -14.34% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,137 | $3,381-66.4% | $4,814-76.4% | $2,596-56.2% |
| Participant deferral / active EE | $2,082 | $6,110-65.9% | $7,446-72.0% | $4,027-48.3% |
| Admin fee / account holder | $4,043 | $6,275-35.6% | $10,010-59.6% | $5,403-25.2% |