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 | $12,605 | $49,177-74.4% | $79,464-84.1% | $64,186-80.4% |
| Participation rate | 19.6% | 65.0%-45.5pp | 73.3%-53.8pp | 69.6%-50.0pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $446 | $2,076-78.5% | $2,800-84.1% | $2,381-81.3% |
| Participant deferral / active EE | $655 | $2,821-76.8% | $3,704-82.3% | $3,470-81.1% |
| Admin fee / account holder | $780 | $3,839-79.7% | $5,113-84.7% | $4,888-84.0% |