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 | $21,739 | $43,723-50.3% | $121,196-82.1% | $64,186-66.1% |
| Participation rate | 40.7% | 58.3%-17.6pp | 71.7%-31.0pp | 69.6%-28.8pp |
| Annual return | -6.74% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $662 | $1,296-48.9% | $4,022-83.5% | $2,381-72.2% |
| Participant deferral / active EE | $707 | $2,280-69.0% | $3,344-78.9% | $3,470-79.6% |
| Admin fee / account holder | $4,663 | $3,501+33.2% | $5,019-7.1% | $4,888-4.6% |