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 9-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 | $10,243 | $92,703-89.0% | $82,719-87.6% | $134,475-92.4% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 81.2%-23.3pp |
| Annual return | -19.13% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $603 | $3,274-81.6% | $3,009-79.9% | $4,740-87.3% |
| Participant deferral / active EE | $794 | $4,802-83.5% | $4,395-81.9% | $6,400-87.6% |
| Admin fee / account holder | $1,909 | $5,983-68.1% | $5,329-64.2% | $11,426-83.3% |