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 | $20,154 | $34,308-41.3% | $74,701-73.0% | $72,985-72.4% |
| Participation rate | 7.8% | 42.4%-34.6pp | 54.5%-46.6pp | 69.5%-61.6pp |
| Annual return | 34.31% | 26.58%+7.7pp | 752.92%-718.6pp | 81.00%-46.7pp |
| Employer contribution / active EE | $156 | $692-77.4% | $1,084-85.6% | $2,440-93.6% |
| Participant deferral / active EE | $334 | $1,271-73.7% | $1,964-83.0% | $3,607-90.7% |
| Admin fee / account holder | $725 | $2,124-65.9% | $3,333-78.3% | $5,124-85.9% |