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 8-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 | $91,241 | $70,606+29.2% | $53,898+69.3% | $142,382-35.9% |
| Participation rate | 5.9% | 63.7%-57.8pp | 55.0%-49.1pp | 80.1%-74.2pp |
| Annual return | 16.64% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $37 | $1,202-96.9% | $932-96.1% | $4,299-99.1% |
| Participant deferral / active EE | $153 | $2,364-93.5% | $1,826-91.6% | $6,507-97.6% |
| Admin fee / account holder | $587 | $2,852-79.4% | $2,491-76.4% | $12,624-95.4% |