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 10-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 | $35,394 | $34,308+3.2% | $74,701-52.6% | $72,985-51.5% |
| Participation rate | 22.2% | 42.4%-20.2pp | 54.5%-32.2pp | 69.5%-47.3pp |
| Annual return | 22.30% | 26.58%-4.3pp | 752.92%-730.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $299 | $1,271-76.5% | $1,964-84.8% | $3,607-91.7% |
| Admin fee / account holder | $2,047 | $2,124-3.6% | $3,333-38.6% | $5,124-60.1% |