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 | $34,673 | $92,703-62.6% | $82,719-58.1% | $134,475-74.2% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.95% | 944.92%-964.9pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $696 | $3,274-78.7% | $3,009-76.9% | $4,740-85.3% |
| Participant deferral / active EE | $696 | $4,802-85.5% | $4,395-84.2% | $6,400-89.1% |
| Admin fee / account holder | $1,080 | $5,983-82.0% | $5,329-79.7% | $11,426-90.6% |