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 6-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 | $59,561 | $73,867-19.4% | $143,757-58.6% | $68,494-13.0% |
| Participation rate | 27.9% | 66.7%-38.7pp | 80.3%-52.4pp | 67.9%-40.0pp |
| Annual return | -14.43% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $807 | $3,384-76.2% | $5,637-85.7% | $4,027-80.0% |
| Admin fee / account holder | $10,862 | $5,755+88.8% | $14,673-26.0% | $5,403+101.1% |