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 10-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 | $15,751 | $29,319-46.3% | $52,425-70.0% | $82,448-80.9% |
| Participation rate | 7.7% | 46.9%-39.2pp | 55.6%-47.9pp | 68.1%-60.4pp |
| Annual return | 16.74% | 535.20%-518.5pp | 302.12%-285.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $75 | $586-87.3% | $914-91.8% | $2,551-97.1% |
| Participant deferral / active EE | $149 | $1,171-87.3% | $1,790-91.7% | $4,139-96.4% |
| Admin fee / account holder | $4,172 | $1,962+112.6% | $2,495+67.2% | $7,234-42.3% |