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 10-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 | $82,667 | $92,222-10.4% | $76,768+7.7% | $135,375-38.9% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -5.17% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,667 | $3,216-48.2% | $2,485-32.9% | $4,779-65.1% |
| Participant deferral / active EE | $590 | $4,509-86.9% | $3,852-84.7% | $5,609-89.5% |
| Admin fee / account holder | $493 | $10,748-95.4% | $6,675-92.6% | $10,827-95.4% |