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 | $12,852 | $109,817-88.3% | $98,442-86.9% | $167,490-92.3% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 11.51% | 1956.69%-1945.2pp | 1492.73%-1481.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,014 | $3,224-68.5% | $2,960-65.7% | $4,837-79.0% |
| Participant deferral / active EE | $727 | $4,673-84.4% | $4,276-83.0% | $6,341-88.5% |
| Admin fee / account holder | $4,677 | $6,753-30.7% | $5,949-21.4% | $12,309-62.0% |