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 | $6,913 | $96,305-92.8% | $80,569-91.4% | $139,434-95.0% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 16.03% | 1350.08%-1334.1pp | 935.43%-919.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $744 | $3,262-77.2% | $2,723-72.7% | $4,751-84.3% |
| Participant deferral / active EE | $744 | $5,232-85.8% | $4,447-83.3% | $6,710-88.9% |
| Admin fee / account holder | $582 | $6,599-91.2% | $5,377-89.2% | $11,403-94.9% |