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 6-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 | $61,319 | $68,547-10.5% | $120,354-49.1% | $80,856-24.2% |
| Participation rate | 32.7% | 61.6%-28.9pp | 71.9%-39.3pp | 67.6%-35.0pp |
| Annual return | 11.32% | 23.60%-12.3pp | 107.15%-95.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $298 | $3,173-90.6% | $4,991-94.0% | $4,296-93.1% |
| Admin fee / account holder | $2,124 | $5,732-62.9% | $9,423-77.5% | $6,918-69.3% |