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 | $11,803 | $30,400-61.2% | $53,898-78.1% | $84,808-86.1% |
| Participation rate | 12.5% | 46.4%-33.9pp | 55.0%-42.5pp | 68.3%-55.8pp |
| Annual return | 15.58% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $117 | $603-80.5% | $932-87.4% | $2,631-95.5% |
| Participant deferral / active EE | $152 | $1,199-87.3% | $1,826-91.7% | $4,212-96.4% |
| Admin fee / account holder | $3,596 | $1,993+80.4% | $2,491+44.4% | $7,344-51.0% |