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 4-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 | $3,975 | $70,606-94.4% | $53,898-92.6% | $142,382-97.2% |
| Participation rate | 38.9% | 63.7%-24.8pp | 55.0%-16.1pp | 80.1%-41.2pp |
| Annual return | 19.84% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $150 | $1,202-87.5% | $932-83.9% | $4,299-96.5% |
| Participant deferral / active EE | $183 | $2,364-92.3% | $1,826-90.0% | $6,507-97.2% |
| Admin fee / account holder | $334 | $2,852-88.3% | $2,491-86.6% | $12,624-97.4% |