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 | $145,441 | $97,757+48.8% | $83,848+73.5% | $135,375+7.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -8.68% | 1287.37%-1296.0pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $236 | $4,222-94.4% | $3,631-93.5% | $4,779-95.1% |
| Participant deferral / active EE | $5,308 | $4,682+13.4% | $4,082+30.0% | $5,609-5.4% |
| Admin fee / account holder | $1,885 | $6,674-71.8% | $5,478-65.6% | $10,827-82.6% |