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 | $29,144 | $65,561-55.5% | $86,188-66.2% | $75,163-61.2% |
| Participation rate | 28.9% | 60.5%-31.5pp | 69.0%-40.0pp | 67.2%-38.2pp |
| Annual return | 17.49% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $706 | $1,553-54.6% | $2,380-70.4% | $2,670-73.6% |
| Participant deferral / active EE | $999 | $3,024-67.0% | $3,985-74.9% | $4,125-75.8% |
| Admin fee / account holder | $702 | $5,474-87.2% | $6,852-89.7% | $5,651-87.6% |