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 | $81,400 | $99,032-17.8% | $80,019+1.7% | $135,375-39.9% |
| Participation rate | 41.2% | 78.4%-37.2pp | 75.8%-34.7pp | 82.6%-41.5pp |
| Annual return | -3.91% | 15.39%-19.3pp | 11.22%-15.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,976 | $4,282+39.6% | $3,686+62.1% | $5,609+6.5% |
| Admin fee / account holder | $148,581 | $10,436+1323.8% | $6,521+2178.6% | $10,827+1272.3% |