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 | $26,966 | $82,664-67.4% | $125,339-78.5% | $68,494-60.6% |
| Participation rate | 44.0% | 75.0%-31.0pp | 82.4%-38.4pp | 67.9%-23.9pp |
| Annual return | -13.98% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,027 | $3,381-69.6% | $4,814-78.7% | $2,596-60.5% |
| Participant deferral / active EE | $1,266 | $6,110-79.3% | $7,446-83.0% | $4,027-68.6% |
| Admin fee / account holder | $6,246 | $6,275-0.5% | $10,010-37.6% | $5,403+15.6% |