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 | $34,872 | $65,561-46.8% | $86,188-59.5% | $75,163-53.6% |
| Participation rate | 38.2% | 60.5%-22.3pp | 69.0%-30.7pp | 67.2%-29.0pp |
| Annual return | 12.69% | 46.05%-33.4pp | 1168.45%-1155.8pp | 160.62%-147.9pp |
| Employer contribution / active EE | $602 | $1,553-61.2% | $2,380-74.7% | $2,670-77.4% |
| Participant deferral / active EE | $831 | $3,024-72.5% | $3,985-79.1% | $4,125-79.8% |
| Admin fee / account holder | $1,427 | $5,474-73.9% | $6,852-79.2% | $5,651-74.7% |