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 | $18,011 | $90,600-80.1% | $79,464-77.3% | $135,375-86.7% |
| Participation rate | 27.8% | 76.0%-48.3pp | 73.3%-45.6pp | 82.6%-54.9pp |
| Annual return | -5.20% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $141 | $3,068-95.4% | $2,800-95.0% | $4,779-97.0% |
| Participant deferral / active EE | $157 | $4,050-96.1% | $3,704-95.8% | $5,609-97.2% |
| Admin fee / account holder | $5,682 | $5,907-3.8% | $5,113+11.1% | $10,827-47.5% |