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 | $25,446 | $56,357-54.8% | $104,294-75.6% | $68,494-62.8% |
| Participation rate | 20.8% | 63.3%-42.5pp | 73.3%-52.5pp | 67.9%-47.1pp |
| Annual return | -17.13% | -9.19%-7.9pp | 24.61%-41.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,007 | $3,077-67.3% | $4,625-78.2% | $4,027-75.0% |
| Admin fee / account holder | $1,305 | $4,903-73.4% | $7,339-82.2% | $5,403-75.8% |