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 | $24,024 | $31,310-23.3% | $53,898-55.4% | $74,304-67.7% |
| Participation rate | 35.8% | 30.7%+5.2pp | 55.0%-19.1pp | 60.3%-24.5pp |
| Annual return | 0.00% | 23.16%-23.2pp | 528.60%-528.6pp | 29.43%-29.4pp |
| Employer contribution / active EE | $120 | $450-73.4% | $932-87.2% | $2,241-94.7% |
| Participant deferral / active EE | $165 | $934-82.3% | $1,826-91.0% | $3,767-95.6% |
| Admin fee / account holder | $389 | $2,175-82.1% | $2,491-84.4% | $2,969-86.9% |