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 6-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 | $29,205 | $99,640-70.7% | $86,436-66.2% | $134,475-78.3% |
| Participation rate | 4.8% | 82.0%-77.3pp | 80.3%-75.6pp | 81.2%-76.5pp |
| Annual return | -8.12% | 6782.58%-6790.7pp | 4394.89%-4403.0pp | 417.96%-426.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $523 | $7,246-92.8% | $6,952-92.5% | $6,400-91.8% |
| Admin fee / account holder | $114,780 | $8,371+1271.1% | $6,731+1605.2% | $11,426+904.6% |