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 | $29,386 | $67,606-56.5% | $82,313-64.3% | $70,131-58.1% |
| Participation rate | 8.7% | 72.8%-64.1pp | 76.9%-68.2pp | 69.5%-60.8pp |
| Annual return | 118.45% | 21.57%+96.9pp | 25.88%+92.6pp | 73.14%+45.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $129 | $2,987-95.7% | $3,706-96.5% | $3,332-96.1% |
| Admin fee / account holder | $331 | $4,512-92.7% | $5,608-94.1% | $4,645-92.9% |