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 | $40,559 | $26,114+55.3% | $58,482-30.6% | $74,419-45.5% |
| Participation rate | 6.1% | 32.1%-26.0pp | 50.9%-44.8pp | 70.7%-64.6pp |
| Annual return | 16.73% | 32.51%-15.8pp | 4239.32%-4222.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $225 | $1,075-79.1% | $1,924-88.3% | $4,528-95.0% |
| Admin fee / account holder | $4,744 | $649+630.8% | $2,516+88.6% | $348+1263.9% |