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 | $36,551 | $92,703-60.6% | $82,719-55.8% | $134,475-72.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -16.12% | 944.92%-961.0pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,627 | $3,274+71.9% | $3,009+87.0% | $4,740+18.7% |
| Participant deferral / active EE | $623 | $4,802-87.0% | $4,395-85.8% | $6,400-90.3% |
| Admin fee / account holder | $4,598 | $5,983-23.1% | $5,329-13.7% | $11,426-59.8% |