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 | $17,546 | $54,229-67.6% | $70,092-75.0% | $68,494-74.4% |
| Participation rate | 37.5% | 64.5%-27.0pp | 70.5%-33.0pp | 67.9%-30.4pp |
| Annual return | -18.20% | -13.87%-4.3pp | 190.73%-208.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $664 | $2,018-67.1% | $2,559-74.1% | $2,596-74.4% |
| Participant deferral / active EE | $953 | $2,956-67.7% | $3,849-75.2% | $4,027-76.3% |
| Admin fee / account holder | $1,321 | $4,694-71.9% | $6,267-78.9% | $5,403-75.6% |