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 | $29,399 | $87,540-66.4% | $75,781-61.2% | $125,391-76.6% |
| Participation rate | 68.8% | 80.2%-11.4pp | 75.8%-7.1pp | 83.2%-14.4pp |
| Annual return | -1.59% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $413 | $4,229-90.2% | $3,651-88.7% | $5,352-92.3% |
| Admin fee / account holder | $40,014 | $6,502+515.4% | $5,299+655.1% | $9,540+319.4% |