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 7-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 | $26,707 | $100,754-73.5% | $86,677-69.2% | $134,475-80.1% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -14.31% | 29.04%-43.4pp | 35.91%-50.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,639 | $3,489-53.0% | $2,836-42.2% | $4,740-65.4% |
| Participant deferral / active EE | $1,639 | $5,338-69.3% | $4,656-64.8% | $6,400-74.4% |
| Admin fee / account holder | $2,486 | $10,926-77.2% | $7,493-66.8% | $11,426-78.2% |