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 | $12,275 | $34,934-64.9% | $56,411-78.2% | $74,495-83.5% |
| Participation rate | 3.1% | 32.8%-29.7pp | 52.5%-49.4pp | 67.2%-64.1pp |
| Annual return | 10.95% | 25.94%-15.0pp | 1701.33%-1690.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $114 | $1,170-90.3% | $1,952-94.2% | $4,346-97.4% |
| Admin fee / account holder | $5,890 | $2,364+149.2% | $2,829+108.2% | $1,942+203.3% |