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 | $29,363 | $39,019-24.7% | $80,716-63.6% | $85,850-65.8% |
| Participation rate | 9.3% | 41.5%-32.2pp | 54.2%-44.9pp | 69.3%-60.0pp |
| Annual return | 129.45% | 26.27%+103.2pp | 87.28%+42.2pp | 318.53%-189.1pp |
| Employer contribution / active EE | $284 | $722-60.6% | $1,160-75.5% | $2,565-88.9% |
| Participant deferral / active EE | $297 | $1,326-77.6% | $2,146-86.2% | $3,952-92.5% |
| Admin fee / account holder | $12,710 | $2,431+422.9% | $3,380+276.0% | $6,260+103.0% |