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 6-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 | $20,467 | $34,932-41.4% | $56,441-63.7% | $74,546-72.5% |
| Participation rate | 6.2% | 32.9%-26.6pp | 52.5%-46.3pp | 67.2%-61.0pp |
| Annual return | 14.84% | 24.90%-10.1pp | 1704.21%-1689.4pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $143 | $608-76.5% | $1,039-86.2% | $2,624-94.5% |
| Participant deferral / active EE | $212 | $1,173-81.9% | $1,953-89.1% | $4,347-95.1% |
| Admin fee / account holder | $809 | $2,359-65.7% | $2,829-71.4% | $1,944-58.4% |