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 7-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 | $10,060 | $74,888-86.6% | $71,209-85.9% | $142,382-92.9% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.1%-32.3pp |
| Annual return | 33.80% | 345.14%-311.3pp | 282.51%-248.7pp | 217.08%-183.3pp |
| Employer contribution / active EE | $597 | $2,854-79.1% | $2,721-78.1% | $4,299-86.1% |
| Participant deferral / active EE | $345 | $4,454-92.2% | $4,175-91.7% | $6,507-94.7% |
| Admin fee / account holder | $576 | $5,568-89.7% | $5,349-89.2% | $12,624-95.4% |