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 | $51,925 | $69,010-24.8% | $159,960-67.5% | $68,494-24.2% |
| Participation rate | 44.7% | 65.4%-20.7pp | 78.0%-33.2pp | 67.9%-23.2pp |
| Annual return | -14.40% | -9.65%-4.8pp | 408.60%-423.0pp | -7.84%-6.6pp |
| Employer contribution / active EE | $644 | $2,213-70.9% | $4,226-84.8% | $2,596-75.2% |
| Participant deferral / active EE | $1,344 | $4,212-68.1% | $6,182-78.3% | $4,027-66.6% |
| Admin fee / account holder | $9,695 | $4,798+102.1% | $8,698+11.5% | $5,403+79.4% |