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 | $22,023 | $54,229-59.4% | $70,092-68.6% | $68,494-67.8% |
| Participation rate | 17.7% | 64.5%-46.7pp | 70.5%-52.7pp | 67.9%-50.1pp |
| Annual return | -3.05% | -13.87%+10.8pp | 190.73%-193.8pp | -7.84%+4.8pp |
| Employer contribution / active EE | $690 | $2,018-65.8% | $2,559-73.0% | $2,596-73.4% |
| Participant deferral / active EE | $912 | $2,956-69.1% | $3,849-76.3% | $4,027-77.3% |
| Admin fee / account holder | $1,591 | $4,694-66.1% | $6,267-74.6% | $5,403-70.6% |