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 | $19,586 | $48,265-59.4% | $68,791-71.5% | $68,494-71.4% |
| Participation rate | 11.6% | 60.7%-49.0pp | 69.0%-57.4pp | 67.9%-56.3pp |
| Annual return | -19.03% | -12.71%-6.3pp | -6.38%-12.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $328 | $2,867-88.5% | $3,941-91.7% | $4,027-91.8% |
| Admin fee / account holder | $2,362 | $4,355-45.8% | $4,932-52.1% | $5,403-56.3% |