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 4-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 | $68,714 | $64,307+6.9% | $57,343+19.8% | $125,391-45.2% |
| Participation rate | 33.3% | 78.6%-45.3pp | 75.1%-41.8pp | 83.2%-49.9pp |
| Annual return | 0.91% | 25.12%-24.2pp | 24.39%-23.5pp | 282.22%-281.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $358 | $3,848-90.7% | $3,162-88.7% | $5,352-93.3% |
| Admin fee / account holder | $9,127 | $5,242+74.1% | $3,356+172.0% | $9,540-4.3% |