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 10-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 | $29,337 | $96,635-69.6% | $86,612-66.1% | $139,434-79.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 21.69% | 106.41%-84.7pp | 591.07%-569.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $6,443 | $3,263+97.5% | $3,022+113.2% | $4,751+35.6% |
| Participant deferral / active EE | $553 | $4,836-88.6% | $4,438-87.5% | $6,710-91.8% |
| Admin fee / account holder | $7,786 | $6,408+21.5% | $5,614+38.7% | $11,403-31.7% |