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 | $9,742 | $57,281-83.0% | $86,612-88.8% | $75,163-87.0% |
| Participation rate | 20.7% | 63.2%-42.5pp | 71.7%-51.0pp | 67.2%-46.5pp |
| Annual return | 26.11% | 2670.75%-2644.6pp | 591.07%-565.0pp | 160.62%-134.5pp |
| Employer contribution / active EE | $435 | $2,314-81.2% | $3,022-85.6% | $2,670-83.7% |
| Participant deferral / active EE | $700 | $3,318-78.9% | $4,438-84.2% | $4,125-83.0% |
| Admin fee / account holder | $1,633 | $4,112-60.3% | $5,614-70.9% | $5,651-71.1% |