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 | $11,574 | $57,281-79.8% | $86,612-86.6% | $75,163-84.6% |
| Participation rate | 47.4% | 63.2%-15.8pp | 71.7%-24.3pp | 67.2%-19.8pp |
| Annual return | 14.70% | 2670.75%-2656.0pp | 591.07%-576.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $487 | $2,314-78.9% | $3,022-83.9% | $2,670-81.7% |
| Participant deferral / active EE | $684 | $3,318-79.4% | $4,438-84.6% | $4,125-83.4% |
| Admin fee / account holder | $1,792 | $4,112-56.4% | $5,614-68.1% | $5,651-68.3% |