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 | $9,076 | $30,086-69.8% | $61,373-85.2% | $64,808-86.0% |
| Participation rate | 59.7% | 36.4%+23.3pp | 52.6%+7.1pp | 71.5%-11.8pp |
| Annual return | 180.61% | -13.99%+194.6pp | 338.61%-158.0pp | 32.82%+147.8pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $274 | $1,126-75.6% | $2,125-87.1% | $4,310-93.6% |
| Admin fee / account holder | $17,288 | $148+11570.2% | $2,130+711.8% | $188+9105.8% |