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 | $29,229 | $57,281-49.0% | $86,612-66.3% | $75,163-61.1% |
| Participation rate | 9.1% | 63.2%-54.1pp | 71.7%-62.6pp | 67.2%-58.1pp |
| Annual return | 15.75% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $307 | $2,314-86.7% | $3,022-89.8% | $2,670-88.5% |
| Participant deferral / active EE | $495 | $3,318-85.1% | $4,438-88.9% | $4,125-88.0% |
| Admin fee / account holder | $2,780 | $4,112-32.4% | $5,614-50.5% | $5,651-50.8% |