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 | $47,516 | $65,561-27.5% | $86,188-44.9% | $75,163-36.8% |
| Participation rate | 56.3% | 60.5%-4.2pp | 69.0%-12.7pp | 67.2%-10.9pp |
| Annual return | 18.09% | 46.05%-28.0pp | 1168.45%-1150.4pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,740 | $1,553+140.9% | $2,380+57.2% | $2,670+40.1% |
| Participant deferral / active EE | $805 | $3,024-73.4% | $3,985-79.8% | $4,125-80.5% |
| Admin fee / account holder | $584 | $5,474-89.3% | $6,852-91.5% | $5,651-89.7% |