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 | $96,017 | $112,881-14.9% | $90,951+5.6% | $158,922-39.6% |
| Participation rate | 26.7% | 74.7%-48.1pp | 69.0%-42.3pp | 82.0%-55.3pp |
| Annual return | 13.12% | 215.79%-202.7pp | 134.60%-121.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $468 | $4,128-88.7% | $3,373-86.1% | $5,982-92.2% |
| Admin fee / account holder | $25,188 | $8,041+213.3% | $5,959+322.7% | $11,246+124.0% |