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 9-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 | $14,706 | $96,635-84.8% | $86,612-83.0% | $139,434-89.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 31.55% | 106.41%-74.9pp | 591.07%-559.5pp | 372.94%-341.4pp |
| Employer contribution / active EE | $362 | $3,263-88.9% | $3,022-88.0% | $4,751-92.4% |
| Participant deferral / active EE | $782 | $4,836-83.8% | $4,438-82.4% | $6,710-88.3% |
| Admin fee / account holder | $1,422 | $6,408-77.8% | $5,614-74.7% | $11,403-87.5% |