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 10-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 | $44,785 | $40,385+10.9% | $80,569-44.4% | $74,419-39.8% |
| Participation rate | 2.6% | 47.4%-44.8pp | 67.0%-64.4pp | 70.7%-68.1pp |
| Annual return | 16.49% | 164.85%-148.4pp | 935.43%-918.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $110 | $2,674-95.9% | $4,447-97.5% | $4,528-97.6% |
| Admin fee / account holder | $1,048 | $720+45.5% | $5,377-80.5% | $348+201.2% |