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 | $27,755 | $76,738-63.8% | $56,411-50.8% | $145,922-81.0% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 14.55% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $42 | $1,380-96.9% | $1,039-95.9% | $4,660-99.1% |
| Participant deferral / active EE | $85 | $2,623-96.8% | $1,952-95.7% | $6,688-98.7% |
| Admin fee / account holder | $45,767 | $3,334+1272.8% | $2,829+1517.9% | $13,397+241.6% |