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 | $23,627 | $52,406-54.9% | $129,207-81.7% | $74,495-68.3% |
| Participation rate | 26.2% | 53.8%-27.6pp | 69.6%-43.4pp | 67.2%-41.0pp |
| Annual return | 13.12% | 15.66%-2.5pp | 9417.33%-9404.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $723 | $2,794-74.1% | $4,168-82.7% | $4,346-83.4% |
| Admin fee / account holder | $2,840 | $2,633+7.9% | $7,715-63.2% | $1,942+46.3% |