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 7-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 | $23,802 | $92,703-74.3% | $82,719-71.2% | $134,475-82.3% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-53.9pp |
| Annual return | -4.13% | 944.92%-949.1pp | 701.18%-705.3pp | 417.96%-422.1pp |
| Employer contribution / active EE | $648 | $3,274-80.2% | $3,009-78.5% | $4,740-86.3% |
| Participant deferral / active EE | $900 | $4,802-81.3% | $4,395-79.5% | $6,400-85.9% |
| Admin fee / account holder | $3,719 | $5,983-37.8% | $5,329-30.2% | $11,426-67.5% |