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 6-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 | $32,920 | $82,664-60.2% | $125,339-73.7% | $68,494-51.9% |
| Participation rate | 41.4% | 75.0%-33.7pp | 82.4%-41.0pp | 67.9%-26.5pp |
| Annual return | -17.29% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $859 | $3,381-74.6% | $4,814-82.2% | $2,596-66.9% |
| Participant deferral / active EE | $1,159 | $6,110-81.0% | $7,446-84.4% | $4,027-71.2% |
| Admin fee / account holder | $361 | $6,275-94.2% | $10,010-96.4% | $5,403-93.3% |