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 10-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 | $29,295 | $56,199-47.9% | $67,652-56.7% | $59,632-50.9% |
| Participation rate | 41.9% | 71.5%-29.6pp | 75.7%-33.8pp | 68.7%-26.8pp |
| Annual return | -0.26% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $651 | $1,614-59.6% | $2,266-71.2% | $2,203-70.4% |
| Participant deferral / active EE | $728 | $2,844-74.4% | $3,560-79.5% | $3,192-77.2% |
| Admin fee / account holder | $3,148 | $3,958-20.5% | $4,821-34.7% | $4,297-26.7% |