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 | $90,341 | $95,862-5.8% | $79,550+13.6% | $134,475-32.8% |
| Participation rate | 47.8% | 75.0%-27.2pp | 69.5%-21.7pp | 81.2%-33.4pp |
| Annual return | -15.42% | -2.69%-12.7pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,365 | $4,693-28.3% | $3,985-15.6% | $6,400-47.4% |
| Admin fee / account holder | $6,643 | $9,126-27.2% | $6,832-2.8% | $11,426-41.9% |