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 | $2,496 | $29,319-91.5% | $52,425-95.2% | $82,448-97.0% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 16.95% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $151 | $586-74.3% | $914-83.5% | $2,551-94.1% |
| Participant deferral / active EE | $245 | $1,171-79.1% | $1,790-86.3% | $4,139-94.1% |
| Admin fee / account holder | $506 | $1,962-74.2% | $2,495-79.7% | $7,234-93.0% |