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 | $28,994 | $48,265-39.9% | $68,791-57.9% | $68,494-57.7% |
| Participation rate | 58.5% | 60.7%-2.1pp | 69.0%-10.5pp | 67.9%-9.4pp |
| Annual return | -15.16% | -12.71%-2.5pp | -6.38%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,824 | $1,829+218.5% | $2,655+119.3% | $2,596+124.3% |
| Participant deferral / active EE | -$322 | $2,867-111.2% | $3,941-108.2% | $4,027-108.0% |
| Admin fee / account holder | $4,962 | $4,355+13.9% | $4,932+0.6% | $5,403-8.2% |