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 5-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 | $73,015 | $180,449-59.5% | $154,107-52.6% | $135,375-46.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -2.46% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,822 | $6,035-53.2% | $5,298-46.7% | $4,779-40.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $54,108 | $16,143+235.2% | $13,411+303.5% | $10,827+399.8% |