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 | $65,816 | $59,107+11.4% | $86,436-23.9% | $68,494-3.9% |
| Participation rate | 17.0% | 75.2%-58.3pp | 80.3%-63.3pp | 67.9%-50.9pp |
| Annual return | -17.77% | -0.23%-17.5pp | 4394.89%-4412.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,211 | $5,901-62.5% | $6,952-68.2% | $4,027-45.1% |
| Admin fee / account holder | $14,631 | $5,637+159.6% | $6,731+117.4% | $5,403+170.8% |