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 4-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 | $18,217 | $73,867-75.3% | $143,757-87.3% | $68,494-73.4% |
| Participation rate | 25.0% | 66.7%-41.7pp | 80.3%-55.3pp | 67.9%-42.9pp |
| Annual return | -17.33% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $522 | $3,184-83.6% | $4,951-89.5% | $2,596-79.9% |
| Participant deferral / active EE | $533 | $3,384-84.2% | $5,637-90.5% | $4,027-86.8% |
| Admin fee / account holder | $2,768 | $5,755-51.9% | $14,673-81.1% | $5,403-48.8% |