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 | $125,067 | $88,594+41.2% | $70,092+78.4% | $134,475-7.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -12.62% | 442.67%-455.3pp | 190.73%-203.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,873 | $4,772+2.1% | $3,849+26.6% | $6,400-23.9% |
| Admin fee / account holder | $4,534 | $10,441-56.6% | $6,267-27.6% | $11,426-60.3% |