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 9-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 | $81,593 | $48,046+69.8% | $84,611-3.6% | $72,985+11.8% |
| Participation rate | 0.0% | 57.6%-57.6pp | 68.2%-68.2pp | 69.5%-69.5pp |
| Annual return | 29.47% | 37.38%-7.9pp | 258.74%-229.3pp | 81.00%-51.5pp |
| Employer contribution / active EE | $345 | $1,602-78.4% | $2,652-87.0% | $2,440-85.8% |
| Participant deferral / active EE | $691 | $2,680-74.2% | $3,899-82.3% | $3,607-80.8% |
| Admin fee / account holder | $333 | $3,395-90.2% | $4,912-93.2% | $5,124-93.5% |