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 | $71,297 | $99,640-28.4% | $86,436-17.5% | $134,475-47.0% |
| Participation rate | 31.3% | 82.0%-50.8pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -10.07% | 6782.58%-6792.6pp | 4394.89%-4405.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $335 | $7,246-95.4% | $6,952-95.2% | $6,400-94.8% |
| Admin fee / account holder | $41,978 | $8,371+401.4% | $6,731+523.7% | $11,426+267.4% |