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 5-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 | $147,234 | $147,727-0.3% | $115,756+27.2% | $134,475+9.5% |
| Participation rate | 65.0% | 80.4%-15.4pp | 77.1%-12.1pp | 81.2%-16.2pp |
| Annual return | -18.57% | 73.96%-92.5pp | 143.14%-161.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,909 | $7,563-61.5% | $6,254-53.5% | $6,400-54.5% |
| Admin fee / account holder | $23,769 | $14,571+63.1% | $8,124+192.6% | $11,426+108.0% |