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 3-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 | $11,761 | $70,756-83.4% | $65,493-82.0% | $142,382-91.7% |
| Participation rate | 21.4% | 77.4%-56.0pp | 73.1%-51.7pp | 80.1%-58.7pp |
| Annual return | 174.61% | 1754.89%-1580.3pp | 982.45%-807.8pp | 217.08%-42.5pp |
| Employer contribution / active EE | $399 | $2,881-86.1% | $2,574-84.5% | $4,299-90.7% |
| Participant deferral / active EE | $430 | $4,637-90.7% | $3,961-89.2% | $6,507-93.4% |
| Admin fee / account holder | $1,041 | $6,559-84.1% | $5,028-79.3% | $12,624-91.8% |