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 | $40,592 | $76,000-46.6% | $154,107-73.7% | $64,186-36.8% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | 5.97% | 30.32%-24.3pp | 735.12%-729.1pp | 7.63%-1.7pp |
| Employer contribution / active EE | $521 | $3,351-84.4% | $5,298-90.2% | $2,381-78.1% |
| Participant deferral / active EE | $178 | $3,175-94.4% | $5,081-96.5% | $3,470-94.9% |
| Admin fee / account holder | $1,200 | $5,596-78.6% | $13,411-91.1% | $4,888-75.5% |