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 | $15,647 | $69,518-77.5% | $59,878-73.9% | $135,375-88.4% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -2.83% | 7.94%-10.8pp | 3.46%-6.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,625 | $3,235-18.9% | $2,722-3.6% | $4,779-45.1% |
| Participant deferral / active EE | $445 | $4,206-89.4% | $3,402-86.9% | $5,609-92.1% |
| Admin fee / account holder | $342 | $5,734-94.0% | $3,590-90.5% | $10,827-96.8% |