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 | $46,403 | $52,279-11.2% | $89,391-48.1% | $79,858-41.9% |
| Participation rate | 38.9% | 57.5%-18.6pp | 68.0%-29.1pp | 69.6%-30.7pp |
| Annual return | 14.43% | 22.16%-7.7pp | 245.62%-231.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $391 | $2,740-85.7% | $3,890-90.0% | $3,740-89.6% |
| Admin fee / account holder | $8,283 | $3,356+146.8% | $4,881+69.7% | $5,306+56.1% |