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 | $76,875 | $95,971-19.9% | $74,550+3.1% | $135,375-43.2% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -0.99% | 56.96%-58.0pp | 32.53%-33.5pp | 519.73%-520.7pp |
| Employer contribution / active EE | $175 | $2,716-93.6% | $1,961-91.1% | $4,779-96.3% |
| Participant deferral / active EE | $3,071 | $3,843-20.1% | $3,108-1.2% | $5,609-45.2% |
| Admin fee / account holder | $14,946 | $6,522+129.2% | $5,060+195.4% | $10,827+38.0% |