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.
Employer 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 | $92,457 | $97,757-5.4% | $83,848+10.3% | $135,375-31.7% |
| Participation rate | 31.8% | 80.0%-48.1pp | 76.1%-44.3pp | 82.6%-50.8pp |
| Annual return | -4.69% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $188 | $4,222-95.5% | $3,631-94.8% | $4,779-96.1% |
| Participant deferral / active EE | $1,346 | $4,682-71.3% | $4,082-67.0% | $5,609-76.0% |
| Admin fee / account holder | $17,220 | $6,674+158.0% | $5,478+214.3% | $10,827+59.0% |