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 | $37,205 | $57,590-35.4% | $86,233-56.9% | $82,448-54.9% |
| Participation rate | 15.2% | 57.9%-42.6pp | 69.0%-53.8pp | 68.1%-52.9pp |
| Annual return | 15.45% | 22.41%-7.0pp | 61.39%-45.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $696 | $3,080-77.4% | $4,559-84.7% | $4,139-83.2% |
| Admin fee / account holder | $330 | $4,730-93.0% | $8,342-96.0% | $7,234-95.4% |