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 8-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 | $75,691 | $71,050+6.5% | $93,606-19.1% | $80,856-6.4% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.6%-52.8pp |
| Annual return | 10.49% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $199 | $4,034-95.1% | $4,411-95.5% | $4,296-95.4% |
| Admin fee / account holder | $647 | $6,945-90.7% | $8,285-92.2% | $6,918-90.7% |