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 7-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 | $53,739 | $40,256+33.5% | $57,343-6.3% | $59,632-9.9% |
| Participation rate | 61.8% | 69.2%-7.4pp | 75.1%-13.3pp | 68.7%-6.9pp |
| Annual return | 1.29% | 27.49%-26.2pp | 24.39%-23.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $660 | $2,399-72.5% | $3,162-79.1% | $3,192-79.3% |
| Admin fee / account holder | $13,472 | $2,818+378.1% | $3,356+301.5% | $4,297+213.5% |