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 | $19,243 | $92,703-79.2% | $82,719-76.7% | $134,475-85.7% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -19.44% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $776 | $3,274-76.3% | $3,009-74.2% | $4,740-83.6% |
| Participant deferral / active EE | $801 | $4,802-83.3% | $4,395-81.8% | $6,400-87.5% |
| Admin fee / account holder | $1,552 | $5,983-74.1% | $5,329-70.9% | $11,426-86.4% |