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 | $17,428 | $65,409-73.4% | $98,442-82.3% | $85,850-79.7% |
| Participation rate | 15.6% | 65.0%-49.4pp | 73.3%-57.7pp | 69.3%-53.7pp |
| Annual return | 16.64% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $323 | $2,168-85.1% | $2,960-89.1% | $2,565-87.4% |
| Participant deferral / active EE | $248 | $3,166-92.2% | $4,276-94.2% | $3,952-93.7% |
| Admin fee / account holder | $1,308 | $4,593-71.5% | $5,949-78.0% | $6,260-79.1% |