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 10-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 | $17,725 | $44,850-60.5% | $60,547-70.7% | $59,632-70.3% |
| Participation rate | 22.7% | 59.5%-36.7pp | 68.0%-45.2pp | 68.7%-45.9pp |
| Annual return | -2.28% | 1074.14%-1076.4pp | 335.64%-337.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $227 | $1,462-84.5% | $2,419-90.6% | $2,203-89.7% |
| Participant deferral / active EE | $595 | $2,230-73.3% | $3,328-82.1% | $3,192-81.4% |
| Admin fee / account holder | $342 | $3,635-90.6% | $4,536-92.5% | $4,297-92.0% |