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 | $87,254 | $55,636+56.8% | $81,983+6.4% | $73,488+18.7% |
| Participation rate | 19.4% | 62.3%-42.9pp | 69.2%-49.8pp | 70.7%-51.2pp |
| Annual return | 13.75% | 19.07%-5.3pp | 41.31%-27.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $985 | $2,762-64.4% | $3,722-73.5% | $3,740-73.7% |
| Admin fee / account holder | $1,037 | $493+110.5% | $5,664-81.7% | $513+102.1% |