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 8-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 | $26,168 | $197,825-86.8% | $155,790-83.2% | $125,391-79.1% |
| Participation rate | 21.1% | 82.1%-61.0pp | 76.1%-55.0pp | 83.2%-62.1pp |
| Annual return | -1.12% | 86.74%-87.9pp | 71.54%-72.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $598 | $5,630-89.4% | $4,797-87.5% | $5,352-88.8% |
| Admin fee / account holder | $864 | $9,545-91.0% | $7,478-88.5% | $9,540-90.9% |