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 5-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 | $19,375 | $57,281-66.2% | $86,612-77.6% | $75,163-74.2% |
| Participation rate | 26.3% | 63.2%-36.9pp | 71.7%-45.4pp | 67.2%-40.9pp |
| Annual return | 25.08% | 2670.75%-2645.7pp | 591.07%-566.0pp | 160.62%-135.5pp |
| Employer contribution / active EE | $410 | $2,314-82.3% | $3,022-86.4% | $2,670-84.7% |
| Participant deferral / active EE | $565 | $3,318-83.0% | $4,438-87.3% | $4,125-86.3% |
| Admin fee / account holder | $10,797 | $4,112+162.6% | $5,614+92.3% | $5,651+91.1% |