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 | $33,362 | $92,703-64.0% | $82,719-59.7% | $134,475-75.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -19.06% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $483 | $3,274-85.2% | $3,009-83.9% | $4,740-89.8% |
| Participant deferral / active EE | $473 | $4,802-90.1% | $4,395-89.2% | $6,400-92.6% |
| Admin fee / account holder | $1,694 | $5,983-71.7% | $5,329-68.2% | $11,426-85.2% |