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 | $9,072 | $96,635-90.6% | $86,612-89.5% | $139,434-93.5% |
| Participation rate | 47.8% | 74.4%-26.6pp | 71.7%-23.9pp | 80.3%-32.5pp |
| Annual return | 12.76% | 106.41%-93.7pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $630 | $3,263-80.7% | $3,022-79.2% | $4,751-86.7% |
| Participant deferral / active EE | $531 | $4,836-89.0% | $4,438-88.0% | $6,710-92.1% |
| Admin fee / account holder | $1,416 | $6,408-77.9% | $5,614-74.8% | $11,403-87.6% |