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 | $21,304 | $60,124-64.6% | $90,404-76.4% | $79,858-73.3% |
| Participation rate | 38.6% | 65.0%-26.4pp | 72.7%-34.1pp | 69.6%-31.0pp |
| Annual return | 18.11% | 71.94%-53.8pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $354 | $2,068-82.9% | $3,262-89.1% | $2,471-85.7% |
| Participant deferral / active EE | $756 | $2,938-74.3% | $3,963-80.9% | $3,740-79.8% |
| Admin fee / account holder | $4,409 | $3,976+10.9% | $5,611-21.4% | $5,306-16.9% |