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 9-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 | $64,224 | $48,274+33.0% | $63,517+1.1% | $59,632+7.7% |
| Participation rate | 57.1% | 66.3%-9.2pp | 71.0%-13.9pp | 68.7%-11.5pp |
| Annual return | -0.57% | -240.79%+240.2pp | -70.30%+69.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,186 | $2,343-49.4% | $2,953-59.8% | $3,192-62.8% |
| Admin fee / account holder | $726 | $3,600-79.8% | $5,892-87.7% | $4,297-83.1% |