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 | $10,237 | $30,400-66.3% | $53,898-81.0% | $84,808-87.9% |
| Participation rate | 12.9% | 46.4%-33.5pp | 55.0%-42.1pp | 68.3%-55.4pp |
| Annual return | 15.24% | 500.19%-484.9pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $87 | $1,199-92.7% | $1,826-95.2% | $4,212-97.9% |
| Admin fee / account holder | $417 | $1,993-79.1% | $2,491-83.3% | $7,344-94.3% |