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 5-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 | $63,247 | $68,914-8.2% | $136,749-53.7% | $74,304-14.9% |
| Participation rate | 2.4% | 51.3%-49.0pp | 72.1%-69.8pp | 60.3%-58.0pp |
| Annual return | 18.68% | 16.34%+2.3pp | 24.33%-5.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $249 | $2,541-90.2% | $4,692-94.7% | $3,767-93.4% |
| Admin fee / account holder | $537 | $3,149-82.9% | $11,386-95.3% | $2,969-81.9% |