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 | $65,767 | $99,640-34.0% | $86,436-23.9% | $134,475-51.1% |
| Participation rate | 47.4% | 82.0%-34.7pp | 80.3%-33.0pp | 81.2%-33.9pp |
| Annual return | -17.77% | 6782.58%-6800.3pp | 4394.89%-4412.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,312 | $7,246-81.9% | $6,952-81.1% | $6,400-79.5% |
| Admin fee / account holder | $20,617 | $8,371+146.3% | $6,731+206.3% | $11,426+80.4% |