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 | $46,466 | $49,922-6.9% | $80,569-42.3% | $75,163-38.2% |
| Participation rate | 2.9% | 55.3%-52.4pp | 67.0%-64.1pp | 67.2%-64.3pp |
| Annual return | 14.37% | 34.69%-20.3pp | 935.43%-921.1pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $76 | $2,990-97.5% | $4,447-98.3% | $4,125-98.2% |
| Admin fee / account holder | $398 | $3,577-88.9% | $5,377-92.6% | $5,651-93.0% |