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 6-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 | $13,302 | $63,442-79.0% | $68,791-80.7% | $66,914-80.1% |
| Participation rate | 19.4% | 60.0%-40.6pp | 69.0%-49.6pp | 69.8%-50.4pp |
| Annual return | -9.75% | -8.29%-1.5pp | -6.38%-3.4pp | 1.58%-11.3pp |
| Employer contribution / active EE | $445 | $1,775-74.9% | $2,655-83.2% | $2,544-82.5% |
| Participant deferral / active EE | $738 | $2,945-74.9% | $3,941-81.3% | $4,237-82.6% |
| Admin fee / account holder | $1,425 | $577+146.7% | $4,932-71.1% | $593+140.1% |