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 7-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 | $14,835 | $61,272-75.8% | $149,673-90.1% | $71,457-79.2% |
| Participation rate | 7.9% | 62.5%-54.6pp | 78.8%-70.9pp | 67.9%-60.1pp |
| Annual return | 15.25% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $303 | $2,917-89.6% | $5,680-94.7% | $4,289-92.9% |
| Admin fee / account holder | $4,440 | $1,261+252.0% | $13,210-66.4% | $1,587+179.7% |