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 | $30,765 | $82,664-62.8% | $125,339-75.5% | $68,494-55.1% |
| Participation rate | 51.9% | 75.0%-23.2pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,847 | $3,381-45.4% | $4,814-61.6% | $2,596-28.8% |
| Participant deferral / active EE | $2,351 | $6,110-61.5% | $7,446-68.4% | $4,027-41.6% |
| Admin fee / account holder | $979 | $6,275-84.4% | $10,010-90.2% | $5,403-81.9% |