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 | $37,037 | $48,076-23.0% | $78,689-52.9% | $62,891-41.1% |
| Participation rate | 44.0% | 65.2%-21.2pp | 73.6%-29.6pp | 69.3%-25.3pp |
| Annual return | 84.20% | 31.35%+52.8pp | 62.18%+22.0pp | 20.14%+64.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $518 | $2,588-80.0% | $3,517-85.3% | $3,203-83.8% |
| Admin fee / account holder | $524 | $3,207-83.7% | $4,510-88.4% | $4,296-87.8% |