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 | $57,577 | $49,451+16.4% | $79,550-27.6% | $66,914-14.0% |
| Participation rate | 60.8% | 61.3%-0.6pp | 69.5%-8.7pp | 69.8%-9.0pp |
| Annual return | -17.02% | 84.25%-101.3pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,566 | $3,159+44.6% | $3,985+14.6% | $4,237+7.8% |
| Admin fee / account holder | $3,126 | $595+425.7% | $6,832-54.2% | $593+426.9% |