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 | $26,120 | $167,307-84.4% | $143,757-81.8% | $134,475-80.6% |
| Participation rate | 61.1% | 84.8%-23.7pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -11.53% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $221 | $6,446-96.6% | $5,637-96.1% | $6,400-96.5% |
| Admin fee / account holder | $24,516 | $18,088+35.5% | $14,673+67.1% | $11,426+114.6% |