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 4-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 | $2,387 | $70,606-96.6% | $53,898-95.6% | $142,382-98.3% |
| Participation rate | 54.5% | 63.7%-9.2pp | 55.0%-0.4pp | 80.1%-25.6pp |
| Annual return | 14.38% | 619.81%-605.4pp | 528.60%-514.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $181 | $2,364-92.4% | $1,826-90.1% | $6,507-97.2% |
| Admin fee / account holder | $954 | $2,852-66.6% | $2,491-61.7% | $12,624-92.4% |