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 | $80,041 | $95,971-16.6% | $74,550+7.4% | $135,375-40.9% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -2.63% | 56.96%-59.6pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $213 | $2,716-92.2% | $1,961-89.1% | $4,779-95.5% |
| Participant deferral / active EE | $1,015 | $3,843-73.6% | $3,108-67.3% | $5,609-81.9% |
| Admin fee / account holder | $2,574 | $6,522-60.5% | $5,060-49.1% | $10,827-76.2% |