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 4-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 | $7,514 | $70,606-89.4% | $53,898-86.1% | $142,382-94.7% |
| Participation rate | 9.1% | 63.7%-54.6pp | 55.0%-45.9pp | 80.1%-71.0pp |
| Annual return | 10.34% | 619.81%-609.5pp | 528.60%-518.3pp | 217.08%-206.7pp |
| Employer contribution / active EE | $156 | $1,202-87.0% | $932-83.2% | $4,299-96.4% |
| Participant deferral / active EE | $203 | $2,364-91.4% | $1,826-88.9% | $6,507-96.9% |
| Admin fee / account holder | $1,073 | $2,852-62.4% | $2,491-56.9% | $12,624-91.5% |