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 10-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 | $76,489 | $88,480-13.6% | $96,683-20.9% | $80,160-4.6% |
| Participation rate | 3.2% | 79.9%-76.6pp | 74.3%-71.1pp | 72.9%-69.7pp |
| Annual return | 12.43% | 22.53%-10.1pp | 35.69%-23.3pp | 40.38%-28.0pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,737-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $275 | $3,959-93.1% | $4,878-94.4% | $5,017-94.5% |
| Admin fee / account holder | $8,301 | $212+3820.5% | $6,730+23.4% | $145+5627.8% |