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 | $19,526 | $109,817-82.2% | $98,442-80.2% | $167,490-88.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 11.65% | 1956.69%-1945.0pp | 1492.73%-1481.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $780 | $3,224-75.8% | $2,960-73.6% | $4,837-83.9% |
| Participant deferral / active EE | $857 | $4,673-81.7% | $4,276-80.0% | $6,341-86.5% |
| Admin fee / account holder | $4,042 | $6,753-40.1% | $5,949-32.1% | $12,309-67.2% |