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 8-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 | $118,820 | $138,044-13.9% | $125,339-5.2% | $134,475-11.6% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -9.58% | 750.33%-759.9pp | 572.05%-581.6pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,478 | $5,243-71.8% | $4,814-69.3% | $4,740-68.8% |
| Participant deferral / active EE | $1,781 | $7,799-77.2% | $7,446-76.1% | $6,400-72.2% |
| Admin fee / account holder | $2,520 | $11,571-78.2% | $10,010-74.8% | $11,426-77.9% |