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 | $12,162 | $39,798-69.4% | $67,711-82.0% | $59,632-79.6% |
| Participation rate | 6.3% | 57.4%-51.1pp | 67.5%-61.3pp | 68.7%-62.4pp |
| Annual return | -2.72% | 89.94%-92.7pp | 25.41%-28.1pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $45 | $2,335-98.1% | $3,585-98.7% | $3,192-98.6% |
| Admin fee / account holder | $421 | $3,212-86.9% | $4,255-90.1% | $4,297-90.2% |