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 | $105,194 | $180,449-41.7% | $154,107-31.7% | $135,375-22.3% |
| Participation rate | 26.1% | 87.4%-61.3pp | 83.0%-57.0pp | 82.6%-56.6pp |
| Annual return | -8.56% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,953 | $5,806-66.4% | $5,081-61.6% | $5,609-65.2% |
| Admin fee / account holder | $6,160 | $16,143-61.8% | $13,411-54.1% | $10,827-43.1% |