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 8-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 | $100,778 | $777,995-87.0% | $159,960-37.0% | - |
| Participation rate | 42.4% | 55.4%-13.0pp | 78.0%-35.5pp | - |
| Annual return | -13.72% | -14.85%+1.1pp | 408.60%-422.3pp | - |
| Employer contribution / active EE | $1,035 | $1,852-44.1% | $4,226-75.5% | - |
| Participant deferral / active EE | $3,181 | $3,690-13.8% | $6,182-48.6% | - |
| Admin fee / account holder | $30,777 | $22,807+34.9% | $8,698+253.8% | - |