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 | $55,426 | $56,484-1.9% | $169,463-67.3% | $64,186-13.6% |
| Participation rate | 27.9% | 64.5%-36.7pp | 77.8%-49.9pp | 69.6%-41.7pp |
| Annual return | 35.47% | -1.55%+37.0pp | 1.83%+33.6pp | 7.63%+27.8pp |
| Employer contribution / active EE | $401 | $1,832-78.1% | $4,159-90.3% | $2,381-83.1% |
| Participant deferral / active EE | $546 | $3,448-84.2% | $5,277-89.7% | $3,470-84.3% |
| Admin fee / account holder | $8,972 | $4,174+114.9% | $9,109-1.5% | $4,888+83.6% |