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 7-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 | $10,520 | $92,703-88.7% | $82,719-87.3% | $134,475-92.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.28% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $771 | $3,274-76.4% | $3,009-74.4% | $4,740-83.7% |
| Participant deferral / active EE | $771 | $4,802-83.9% | $4,395-82.5% | $6,400-88.0% |
| Admin fee / account holder | $1,124 | $5,983-81.2% | $5,329-78.9% | $11,426-90.2% |