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 | $21,378 | $82,664-74.1% | $125,339-82.9% | $68,494-68.8% |
| Participation rate | 55.3% | 75.0%-19.8pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -18.82% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,368 | $3,381-59.5% | $4,814-71.6% | $2,596-47.3% |
| Participant deferral / active EE | $2,203 | $6,110-63.9% | $7,446-70.4% | $4,027-45.3% |
| Admin fee / account holder | $4,368 | $6,275-30.4% | $10,010-56.4% | $5,403-19.1% |