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 | $68,048 | $81,900-16.9% | $119,609-43.1% | $68,494-0.7% |
| Participation rate | 22.5% | 71.9%-49.4pp | 79.3%-56.8pp | 67.9%-45.4pp |
| Annual return | -14.65% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $821 | $2,693-69.5% | $4,232-80.6% | $2,596-68.4% |
| Participant deferral / active EE | $1,696 | $4,148-59.1% | $5,602-69.7% | $4,027-57.9% |
| Admin fee / account holder | $1,326 | $6,582-79.8% | $10,323-87.2% | $5,403-75.5% |