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 | $23,965 | $92,703-74.1% | $82,719-71.0% | $134,475-82.2% |
| Participation rate | 56.5% | 75.2%-18.7pp | 72.6%-16.0pp | 81.2%-24.7pp |
| Annual return | -17.51% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $635 | $3,274-80.6% | $3,009-78.9% | $4,740-86.6% |
| Participant deferral / active EE | $831 | $4,802-82.7% | $4,395-81.1% | $6,400-87.0% |
| Admin fee / account holder | $453 | $5,983-92.4% | $5,329-91.5% | $11,426-96.0% |