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 | $31,397 | $49,173-36.1% | $121,098-74.1% | $75,163-58.2% |
| Participation rate | 23.1% | 55.4%-32.3pp | 69.5%-46.4pp | 67.2%-44.1pp |
| Annual return | 15.49% | 55.99%-40.5pp | 985.75%-970.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $233 | $2,628-91.1% | $4,080-94.3% | $4,125-94.3% |
| Admin fee / account holder | $410 | $3,942-89.6% | $5,644-92.7% | $5,651-92.8% |