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 | $27,162 | $89,248-69.6% | $136,007-80.0% | $74,495-63.5% |
| Participation rate | 2.9% | 69.4%-66.6pp | 76.5%-73.6pp | 67.2%-64.3pp |
| Annual return | 18.67% | 22.76%-4.1pp | 579.32%-560.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,217-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $281 | $4,598-93.9% | $7,025-96.0% | $4,346-93.5% |
| Admin fee / account holder | $31,499 | $1,545+1938.4% | $6,858+359.3% | $1,942+1522.2% |