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 | $73,293 | $69,518+5.4% | $59,878+22.4% | $135,375-45.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -8.61% | 7.94%-16.6pp | 3.46%-12.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,473 | $4,206+172.8% | $3,402+237.3% | $5,609+104.6% |
| Admin fee / account holder | $1,326 | $5,734-76.9% | $3,590-63.1% | $10,827-87.7% |