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 | $67,823-94.1% | $52,425-92.4% | $137,256-97.1% |
| Participation rate | 38.9% | 63.9%-25.0pp | 55.6%-16.7pp | 80.0%-41.1pp |
| Annual return | 19.84% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $150 | $1,163-87.1% | $914-83.6% | $4,156-96.4% |
| Participant deferral / active EE | $183 | $2,288-92.0% | $1,790-89.8% | $6,407-97.2% |
| Admin fee / account holder | $334 | $2,844-88.2% | $2,495-86.6% | $12,270-97.3% |