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 | $44,851 | $92,703-51.6% | $82,719-45.8% | $134,475-66.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -13.00% | 944.92%-957.9pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $686 | $3,274-79.0% | $3,009-77.2% | $4,740-85.5% |
| Participant deferral / active EE | $780 | $4,802-83.8% | $4,395-82.3% | $6,400-87.8% |
| Admin fee / account holder | $22,377 | $5,983+274.0% | $5,329+319.9% | $11,426+95.8% |