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 | $15,688 | $57,281-72.6% | $86,612-81.9% | $75,163-79.1% |
| Participation rate | 62.5% | 63.2%-0.7pp | 71.7%-9.2pp | 67.2%-4.7pp |
| Annual return | 15.97% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $290 | $2,314-87.5% | $3,022-90.4% | $2,670-89.1% |
| Participant deferral / active EE | $629 | $3,318-81.0% | $4,438-85.8% | $4,125-84.8% |
| Admin fee / account holder | $392 | $4,112-90.5% | $5,614-93.0% | $5,651-93.1% |