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 8-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 | $9,491 | $45,863-79.3% | $77,024-87.7% | $68,494-86.1% |
| Participation rate | 22.7% | 55.9%-33.2pp | 67.9%-45.2pp | 67.9%-45.2pp |
| Annual return | -16.78% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $301 | $1,650-81.8% | $2,812-89.3% | $2,596-88.4% |
| Participant deferral / active EE | $251 | $2,962-91.5% | $4,426-94.3% | $4,027-93.8% |
| Admin fee / account holder | $1,292 | $3,041-57.5% | $5,425-76.2% | $5,403-76.1% |