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 | $20,371 | $92,703-78.0% | $82,719-75.4% | $134,475-84.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -8.96% | 944.92%-953.9pp | 701.18%-710.1pp | 417.96%-426.9pp |
| Employer contribution / active EE | $4,138 | $3,274+26.4% | $3,009+37.5% | $4,740-12.7% |
| Participant deferral / active EE | $737 | $4,802-84.7% | $4,395-83.2% | $6,400-88.5% |
| Admin fee / account holder | $21,192 | $5,983+254.2% | $5,329+297.7% | $11,426+85.5% |