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 | $18,570 | $48,230-61.5% | $67,502-72.5% | $80,856-77.0% |
| Participation rate | 10.6% | 66.4%-55.8pp | 72.9%-62.3pp | 67.6%-57.0pp |
| Annual return | 50.63% | 18.28%+32.4pp | 3512.12%-3461.5pp | 35.59%+15.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $781 | $2,924-73.3% | $4,000-80.5% | $4,296-81.8% |
| Admin fee / account holder | $823 | $3,681-77.7% | $3,998-79.4% | $6,918-88.1% |