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 5-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 | $29,988 | $46,674-35.8% | $117,472-74.5% | $68,494-56.2% |
| Participation rate | 31.0% | 56.8%-25.7pp | 70.6%-39.6pp | 67.9%-36.9pp |
| Annual return | -18.48% | -14.52%-4.0pp | 29.74%-48.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $549 | $1,505-63.5% | $4,176-86.8% | $2,596-78.8% |
| Participant deferral / active EE | $851 | $2,636-67.7% | $4,070-79.1% | $4,027-78.9% |
| Admin fee / account holder | $455 | $4,020-88.7% | $5,645-91.9% | $5,403-91.6% |