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 | $97,442 | $189,613-48.6% | $167,512-41.8% | $142,382-31.6% |
| Participation rate | 16.7% | 80.1%-63.5pp | 77.1%-60.4pp | 80.1%-63.5pp |
| Annual return | 15.13% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $797 | $4,349-81.7% | $3,882-79.5% | $4,299-81.5% |
| Participant deferral / active EE | $930 | $6,981-86.7% | $6,405-85.5% | $6,507-85.7% |
| Admin fee / account holder | $343 | $10,528-96.7% | $9,769-96.5% | $12,624-97.3% |