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 | $39,910 | $69,763-42.8% | $67,502-40.9% | $74,495-46.4% |
| Participation rate | 66.7% | 71.4%-4.7pp | 72.9%-6.2pp | 67.2%-0.5pp |
| Annual return | 15.38% | -40.34%+55.7pp | 3512.12%-3496.7pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $814 | $2,704-69.9% | $2,731-70.2% | $2,623-69.0% |
| Participant deferral / active EE | $705 | $3,636-80.6% | $4,000-82.4% | $4,346-83.8% |
| Admin fee / account holder | $2,861 | $896+219.4% | $3,998-28.4% | $1,942+47.4% |