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 | $22,307 | $109,817-79.7% | $98,442-77.3% | $167,490-86.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 15.76% | 1956.69%-1940.9pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $244 | $3,224-92.4% | $2,960-91.8% | $4,837-95.0% |
| Participant deferral / active EE | $569 | $4,673-87.8% | $4,276-86.7% | $6,341-91.0% |
| Admin fee / account holder | $476 | $6,753-92.9% | $5,949-92.0% | $12,309-96.1% |