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 | $21,468 | $117,841-81.8% | $102,423-79.0% | $145,922-85.3% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 19.27% | 31.65%-12.4pp | 29.32%-10.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,141 | $3,615-68.4% | $3,023-62.3% | $4,660-75.5% |
| Participant deferral / active EE | $1,630 | $5,731-71.6% | $5,053-67.7% | $6,688-75.6% |
| Admin fee / account holder | $454 | $13,326-96.6% | $9,451-95.2% | $13,397-96.6% |