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 | $12,661 | $54,229-76.7% | $70,092-81.9% | $68,494-81.5% |
| Participation rate | 54.2% | 64.5%-10.3pp | 70.5%-16.3pp | 67.9%-13.7pp |
| Annual return | -15.27% | -13.87%-1.4pp | 190.73%-206.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $720 | $2,018-64.3% | $2,559-71.8% | $2,596-72.3% |
| Participant deferral / active EE | $983 | $2,956-66.7% | $3,849-74.5% | $4,027-75.6% |
| Admin fee / account holder | $1,003 | $4,694-78.6% | $6,267-84.0% | $5,403-81.4% |