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 | $85,534 | $97,757-12.5% | $83,848+2.0% | $135,375-36.8% |
| Participation rate | 31.3% | 80.0%-48.7pp | 76.1%-44.9pp | 82.6%-51.4pp |
| Annual return | -4.07% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $7,458 | $4,222+76.7% | $3,631+105.4% | $4,779+56.1% |
| Participant deferral / active EE | $319 | $4,682-93.2% | $4,082-92.2% | $5,609-94.3% |
| Admin fee / account holder | $2,342 | $6,674-64.9% | $5,478-57.2% | $10,827-78.4% |