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 8-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 | $63,358 | $87,540-27.6% | $75,781-16.4% | $125,391-49.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.99% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $915 | $3,930-76.7% | $3,323-72.5% | $4,866-81.2% |
| Participant deferral / active EE | $229 | $4,229-94.6% | $3,651-93.7% | $5,352-95.7% |
| Admin fee / account holder | $18,377 | $6,502+182.6% | $5,299+246.8% | $9,540+92.6% |