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 | $62,440 | $93,024-32.9% | $77,024-18.9% | $134,475-53.6% |
| Participation rate | 44.4% | 74.5%-30.0pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -15.45% | 62.60%-78.0pp | 42.32%-57.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $276 | $3,418-91.9% | $2,812-90.2% | $4,740-94.2% |
| Participant deferral / active EE | $1,726 | $5,238-67.0% | $4,426-61.0% | $6,400-73.0% |
| Admin fee / account holder | $4,268 | $6,944-38.5% | $5,425-21.3% | $11,426-62.6% |