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 | $45,834 | $69,763-34.3% | $67,502-32.1% | $74,495-38.5% |
| Participation rate | 18.2% | 71.4%-53.2pp | 72.9%-54.7pp | 67.2%-49.0pp |
| Annual return | 11.73% | -40.34%+52.1pp | 3512.12%-3500.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,171 | $3,636-67.8% | $4,000-70.7% | $4,346-73.1% |
| Admin fee / account holder | $6,011 | $896+571.0% | $3,998+50.4% | $1,942+209.6% |