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 | $2,523 | $27,915-91.0% | $58,482-95.7% | $75,163-96.6% |
| Participation rate | 3.3% | 38.8%-35.5pp | 50.9%-47.5pp | 67.2%-63.9pp |
| Annual return | 25.24% | 44.20%-19.0pp | 4239.32%-4214.1pp | 160.62%-135.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $66 | $1,201-94.5% | $1,924-96.6% | $4,125-98.4% |
| Admin fee / account holder | $986 | $1,726-42.9% | $2,516-60.8% | $5,651-82.6% |