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 | $1,753 | $70,606-97.5% | $53,898-96.7% | $142,382-98.8% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 8.81% | 619.81%-611.0pp | 528.60%-519.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $31 | $1,202-97.4% | $932-96.7% | $4,299-99.3% |
| Participant deferral / active EE | $49 | $2,364-97.9% | $1,826-97.3% | $6,507-99.2% |
| Admin fee / account holder | $474 | $2,852-83.4% | $2,491-81.0% | $12,624-96.2% |