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 7-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 | $26,765 | $49,451-45.9% | $79,550-66.4% | $66,914-60.0% |
| Participation rate | 34.2% | 61.3%-27.1pp | 69.5%-35.3pp | 69.8%-35.6pp |
| Annual return | -11.25% | 84.25%-95.5pp | 0.16%-11.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $582 | $1,266-54.0% | $2,413-75.9% | $2,544-77.1% |
| Participant deferral / active EE | $883 | $3,159-72.0% | $3,985-77.8% | $4,237-79.2% |
| Admin fee / account holder | $1,682 | $595+182.9% | $6,832-75.4% | $593+183.5% |