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 | $34,469 | $30,400+13.4% | $53,898-36.0% | $84,808-59.4% |
| Participation rate | 13.8% | 46.4%-32.7pp | 55.0%-41.2pp | 68.3%-54.5pp |
| Annual return | 16.81% | 500.19%-483.4pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $225 | $603-62.7% | $932-75.9% | $2,631-91.5% |
| Participant deferral / active EE | $237 | $1,199-80.2% | $1,826-87.0% | $4,212-94.4% |
| Admin fee / account holder | $3,033 | $1,993+52.2% | $2,491+21.8% | $7,344-58.7% |