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 | $130,279 | $138,044-5.6% | $125,339+3.9% | $134,475-3.1% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -15.66% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,515 | $7,799-80.6% | $7,446-79.7% | $6,400-76.3% |
| Admin fee / account holder | $1,380 | $11,571-88.1% | $10,010-86.2% | $11,426-87.9% |