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 | $99,054 | $92,703+6.9% | $82,719+19.7% | $134,475-26.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -17.85% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $417 | $3,274-87.3% | $3,009-86.1% | $4,740-91.2% |
| Participant deferral / active EE | $417 | $4,802-91.3% | $4,395-90.5% | $6,400-93.5% |
| Admin fee / account holder | $1,136 | $5,983-81.0% | $5,329-78.7% | $11,426-90.1% |