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 3-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 | $32,777 | $55,472-40.9% | $155,567-78.9% | $74,546-56.0% |
| Participation rate | 4.3% | 61.9%-57.6pp | 78.2%-73.8pp | 67.2%-62.9pp |
| Annual return | 14.91% | 268.72%-253.8pp | 64.74%-49.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $502 | $2,838-82.3% | $5,628-91.1% | $4,347-88.4% |
| Admin fee / account holder | $708 | $1,743-59.4% | $15,916-95.6% | $1,944-63.6% |