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 | $40,766 | $39,798+2.4% | $67,711-39.8% | $59,632-31.6% |
| Participation rate | 34.5% | 57.4%-22.8pp | 67.5%-33.0pp | 68.7%-34.1pp |
| Annual return | -0.40% | 89.94%-90.3pp | 25.41%-25.8pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,495 | $2,335+92.5% | $3,585+25.4% | $3,192+40.8% |
| Admin fee / account holder | $4,704 | $3,212+46.4% | $4,255+10.6% | $4,297+9.5% |