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 | $43,764 | $55,415-21.0% | $155,509-71.9% | $74,495-41.3% |
| Participation rate | 5.1% | 61.9%-56.8pp | 78.2%-73.1pp | 67.2%-62.1pp |
| Annual return | 73.49% | 268.50%-195.0pp | 64.67%+8.8pp | 1364.94%-1291.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $14 | $2,836-99.5% | $5,626-99.7% | $4,346-99.7% |
| Admin fee / account holder | $12,666 | $1,738+628.6% | $15,912-20.4% | $1,942+552.3% |