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 | $8,496 | $56,317-84.9% | $71,209-88.1% | $74,304-88.6% |
| Participation rate | 3.5% | 55.1%-51.6pp | 73.8%-70.2pp | 60.3%-56.8pp |
| Annual return | 21.10% | 42.83%-21.7pp | 282.51%-261.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $157 | $2,788-94.4% | $4,175-96.2% | $3,767-95.8% |
| Admin fee / account holder | $4,021 | $2,290+75.6% | $5,349-24.8% | $2,969+35.4% |