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 | $119,300 | $142,344-16.2% | $119,609-0.3% | $134,475-11.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.26% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,263 | $5,222-75.8% | $4,232-70.2% | $4,740-73.4% |
| Participant deferral / active EE | $1,911 | $6,469-70.5% | $5,602-65.9% | $6,400-70.1% |
| Admin fee / account holder | $743 | $13,584-94.5% | $10,323-92.8% | $11,426-93.5% |