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 | $64,890-2.5% | $134,172-52.9% | $67,986-7.0% |
| Participation rate | 2.4% | 48.5%-46.2pp | 72.5%-70.1pp | 57.2%-54.8pp |
| Annual return | 18.68% | 16.12%+2.6pp | 25.30%-6.6pp | 31.67%-13.0pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $249 | $2,289-89.1% | $4,690-94.7% | $3,358-92.6% |
| Admin fee / account holder | $537 | $3,140-82.9% | $12,016-95.5% | $3,203-83.2% |