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 | $56,279 | $92,222-39.0% | $76,768-26.7% | $135,375-58.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -5.33% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $290 | $3,216-91.0% | $2,485-88.4% | $4,779-93.9% |
| Participant deferral / active EE | $1,959 | $4,509-56.6% | $3,852-49.1% | $5,609-65.1% |
| Admin fee / account holder | $779 | $10,748-92.8% | $6,675-88.3% | $10,827-92.8% |