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 | $121,861 | $133,958-9.0% | $112,228+8.6% | $134,475-9.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -9.96% | 47.11%-57.1pp | 27.45%-37.4pp | 417.96%-427.9pp |
| Employer contribution / active EE | $522 | $4,038-87.1% | $3,635-85.6% | $4,740-89.0% |
| Participant deferral / active EE | $4,476 | $5,291-15.4% | $4,728-5.3% | $6,400-30.1% |
| Admin fee / account holder | $74,144 | $7,489+890.1% | $6,410+1056.7% | $11,426+548.9% |