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 | $81,227 | $76,000+6.9% | $154,107-47.3% | $64,186+26.6% |
| Participation rate | 49.2% | 70.4%-21.3pp | 83.0%-33.9pp | 69.6%-20.4pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $180 | $3,351-94.6% | $5,298-96.6% | $2,381-92.4% |
| Participant deferral / active EE | $2,797 | $3,175-11.9% | $5,081-44.9% | $3,470-19.4% |
| Admin fee / account holder | $3,677 | $5,596-34.3% | $13,411-72.6% | $4,888-24.8% |