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 | $40,654 | $160,055-74.6% | $140,016-71.0% | $135,375-70.0% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.5%-67.5pp | 82.6%-62.6pp |
| Annual return | -5.40% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $115 | $7,642-98.5% | $6,927-98.3% | $5,609-98.0% |
| Admin fee / account holder | $30,634 | $13,328+129.8% | $10,705+186.2% | $10,827+182.9% |