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 | $24,639 | $57,281-57.0% | $86,612-71.6% | $75,163-67.2% |
| Participation rate | 60.9% | 63.2%-2.3pp | 71.7%-10.8pp | 67.2%-6.3pp |
| Annual return | 15.18% | 2670.75%-2655.6pp | 591.07%-575.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $338 | $2,314-85.4% | $3,022-88.8% | $2,670-87.4% |
| Participant deferral / active EE | $649 | $3,318-80.4% | $4,438-85.4% | $4,125-84.3% |
| Admin fee / account holder | $1,468 | $4,112-64.3% | $5,614-73.9% | $5,651-74.0% |