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 | $39,821 | $180,449-77.9% | $154,107-74.2% | $135,375-70.6% |
| Participation rate | 64.3% | 87.4%-23.1pp | 83.0%-18.8pp | 82.6%-18.4pp |
| Annual return | -2.96% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $985 | $5,806-83.0% | $5,081-80.6% | $5,609-82.4% |
| Admin fee / account holder | $1,464 | $16,143-90.9% | $13,411-89.1% | $10,827-86.5% |