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 | $6,038 | $70,756-91.5% | $65,493-90.8% | $142,382-95.8% |
| Participation rate | 38.1% | 77.4%-39.3pp | 73.1%-35.0pp | 80.1%-42.0pp |
| Annual return | 18.84% | 1754.89%-1736.1pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $434 | $2,881-84.9% | $2,574-83.1% | $4,299-89.9% |
| Participant deferral / active EE | $639 | $4,637-86.2% | $3,961-83.9% | $6,507-90.2% |
| Admin fee / account holder | $742 | $6,559-88.7% | $5,028-85.2% | $12,624-94.1% |