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 | $24,723 | $150,440-83.6% | $136,294-81.9% | $147,584-83.2% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 22.67% | 1049.08%-1026.4pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,345 | $5,256-74.4% | $4,695-71.4% | $4,876-72.4% |
| Participant deferral / active EE | $960 | $6,630-85.5% | $6,247-84.6% | $5,439-82.3% |
| Admin fee / account holder | $8,797 | $10,905-19.3% | $9,243-4.8% | $10,885-19.2% |