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 | $35,091 | $97,757-64.1% | $83,848-58.1% | $135,375-74.1% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -2.87% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $884 | $4,222-79.1% | $3,631-75.7% | $4,779-81.5% |
| Participant deferral / active EE | $1,032 | $4,682-78.0% | $4,082-74.7% | $5,609-81.6% |
| Admin fee / account holder | $27,133 | $6,674+306.6% | $5,478+395.3% | $10,827+150.6% |