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 | $132,704 | $138,065-3.9% | $123,544+7.4% | $135,375-2.0% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -2.12% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,018 | $5,151-80.2% | $4,628-78.0% | $4,779-78.7% |
| Participant deferral / active EE | $1,146 | $6,799-83.1% | $6,426-82.2% | $5,609-79.6% |
| Admin fee / account holder | $119,355 | $10,916+993.4% | $9,284+1185.6% | $10,827+1002.4% |