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 7-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 | $40,892 | $46,464-12.0% | $150,298-72.8% | $79,634-48.6% |
| Participation rate | 7.1% | 57.0%-49.8pp | 77.8%-70.6pp | 62.5%-55.3pp |
| Annual return | 15.62% | 27.89%-12.3pp | 62.79%-47.2pp | 36.46%-20.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $555 | $2,157-74.3% | $5,453-89.8% | $3,835-85.5% |
| Admin fee / account holder | $14,387 | $891+1515.3% | $14,116+1.9% | $1,002+1336.0% |