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 | $25,328 | $49,177-48.5% | $79,464-68.1% | $64,186-60.5% |
| Participation rate | 40.5% | 65.0%-24.5pp | 73.3%-32.8pp | 69.6%-29.0pp |
| Annual return | 3.32% | -1.16%+4.5pp | 718.14%-714.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $677 | $2,821-76.0% | $3,704-81.7% | $3,470-80.5% |
| Admin fee / account holder | $4,703 | $3,839+22.5% | $5,113-8.0% | $4,888-3.8% |