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 9-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 | $29,793 | $189,613-84.3% | $167,512-82.2% | $142,382-79.1% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 15.04% | 2024.68%-2009.6pp | 1615.79%-1600.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $713 | $4,349-83.6% | $3,882-81.6% | $4,299-83.4% |
| Participant deferral / active EE | $760 | $6,981-89.1% | $6,405-88.1% | $6,507-88.3% |
| Admin fee / account holder | $7,558 | $10,528-28.2% | $9,769-22.6% | $12,624-40.1% |