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 | $89,995 | $138,044-34.8% | $125,339-28.2% | $134,475-33.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.22% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,511 | $5,243-33.0% | $4,814-27.1% | $4,740-25.9% |
| Participant deferral / active EE | $2,067 | $7,799-73.5% | $7,446-72.2% | $6,400-67.7% |
| Admin fee / account holder | $354,266 | $11,571+2961.6% | $10,010+3439.3% | $11,426+3000.6% |