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 | $61,722 | $82,630-25.3% | $64,105-3.7% | $125,391-50.8% |
| Participation rate | 35.3% | 75.9%-40.6pp | 68.2%-32.9pp | 83.2%-47.9pp |
| Annual return | -1.23% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $747 | $3,608-79.3% | $2,822-73.5% | $5,352-86.0% |
| Admin fee / account holder | $689 | $6,382-89.2% | $4,499-84.7% | $9,540-92.8% |