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 5-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 | $36,608 | $53,596-31.7% | $90,645-59.6% | $64,186-43.0% |
| Participation rate | 26.4% | 64.5%-38.1pp | 74.0%-47.6pp | 69.6%-43.2pp |
| Annual return | -6.68% | 4.41%-11.1pp | 1.88%-8.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $291 | $1,503-80.6% | $2,532-88.5% | $2,381-87.8% |
| Participant deferral / active EE | $826 | $2,459-66.4% | $3,425-75.9% | $3,470-76.2% |
| Admin fee / account holder | $5,815 | $3,868+50.3% | $4,994+16.4% | $4,888+19.0% |