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 4-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 | $13,119 | $189,613-93.1% | $167,512-92.2% | $142,382-90.8% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 23.67% | 2024.68%-2001.0pp | 1615.79%-1592.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $810 | $4,349-81.4% | $3,882-79.1% | $4,299-81.2% |
| Participant deferral / active EE | $986 | $6,981-85.9% | $6,405-84.6% | $6,507-84.8% |
| Admin fee / account holder | $644 | $10,528-93.9% | $9,769-93.4% | $12,624-94.9% |