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 | $73,201 | $76,000-3.7% | $154,107-52.5% | $64,186+14.0% |
| Participation rate | 52.1% | 70.4%-18.3pp | 83.0%-31.0pp | 69.6%-17.5pp |
| Annual return | -3.54% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,484 | $3,175+9.7% | $5,081-31.4% | $3,470+0.4% |
| Admin fee / account holder | $5,513 | $5,596-1.5% | $13,411-58.9% | $4,888+12.8% |