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 | $5,893 | $81,625-92.8% | $58,482-89.9% | $139,434-95.8% |
| Participation rate | 14.3% | 61.3%-47.0pp | 50.9%-36.6pp | 80.3%-66.0pp |
| Annual return | 14.37% | 7404.20%-7389.8pp | 4239.32%-4224.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $107 | $1,398-92.4% | $1,053-89.9% | $4,751-97.8% |
| Participant deferral / active EE | $127 | $2,557-95.0% | $1,924-93.4% | $6,710-98.1% |
| Admin fee / account holder | $565 | $3,265-82.7% | $2,516-77.5% | $11,403-95.0% |