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 | $44,079 | $71,883-38.7% | $86,677-49.1% | $68,494-35.6% |
| Participation rate | 53.6% | 72.2%-18.6pp | 76.6%-23.0pp | 67.9%-14.3pp |
| Annual return | -13.94% | 3.52%-17.5pp | 35.91%-49.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $703 | $2,173-67.6% | $2,836-75.2% | $2,596-72.9% |
| Participant deferral / active EE | $1,168 | $3,779-69.1% | $4,656-74.9% | $4,027-71.0% |
| Admin fee / account holder | $2,606 | $6,112-57.4% | $7,493-65.2% | $5,403-51.8% |