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 6-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 | $32,981 | $73,867-55.4% | $143,757-77.1% | $68,494-51.8% |
| Participation rate | 47.6% | 66.7%-19.1pp | 80.3%-32.7pp | 67.9%-20.3pp |
| Annual return | -7.67% | 1.01%-8.7pp | -0.04%-7.6pp | -7.84%+0.2pp |
| Employer contribution / active EE | $609 | $3,184-80.9% | $4,951-87.7% | $2,596-76.5% |
| Participant deferral / active EE | $709 | $3,384-79.0% | $5,637-87.4% | $4,027-82.4% |
| Admin fee / account holder | $2,364 | $5,755-58.9% | $14,673-83.9% | $5,403-56.2% |