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 7-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 | $21,868 | $82,664-73.5% | $125,339-82.6% | $68,494-68.1% |
| Participation rate | 57.0% | 75.0%-18.1pp | 82.4%-25.4pp | 67.9%-10.9pp |
| Annual return | 487.53% | -5.97%+493.5pp | 572.05%-84.5pp | -7.84%+495.4pp |
| Employer contribution / active EE | $1,724 | $3,381-49.0% | $4,814-64.2% | $2,596-33.6% |
| Participant deferral / active EE | $1,140 | $6,110-81.3% | $7,446-84.7% | $4,027-71.7% |
| Admin fee / account holder | $27,296 | $6,275+335.0% | $10,010+172.7% | $5,403+405.2% |