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 6-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 | $22,583 | $129,217-82.5% | $93,406-75.8% | $158,922-85.8% |
| Participation rate | 50.0% | 71.0%-21.0pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 4.32% | 118.21%-113.9pp | 78.05%-73.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $298 | $3,909-92.4% | $3,126-90.5% | $5,982-95.0% |
| Admin fee / account holder | $12,055 | $7,383+63.3% | $5,230+130.5% | $11,246+7.2% |