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 | $54,857 | $99,032-44.6% | $80,019-31.4% | $135,375-59.5% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -2.47% | 15.39%-17.9pp | 11.22%-13.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $567 | $3,043-81.4% | $2,468-77.0% | $4,779-88.1% |
| Participant deferral / active EE | $712 | $4,282-83.4% | $3,686-80.7% | $5,609-87.3% |
| Admin fee / account holder | $64,691 | $10,436+519.9% | $6,521+892.1% | $10,827+497.5% |