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 | $20,839 | $100,852-79.3% | $90,404-76.9% | $158,922-86.9% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 13.81% | 1724.20%-1710.4pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $305 | $3,689-91.7% | $3,262-90.6% | $4,761-93.6% |
| Participant deferral / active EE | $509 | $4,348-88.3% | $3,963-87.2% | $5,982-91.5% |
| Admin fee / account holder | $863 | $6,501-86.7% | $5,611-84.6% | $11,246-92.3% |