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 | $29,498 | $76,000-61.2% | $154,107-80.9% | $64,186-54.0% |
| Participation rate | 50.8% | 70.4%-19.6pp | 83.0%-32.2pp | 69.6%-18.7pp |
| Annual return | -5.44% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $346 | $3,351-89.7% | $5,298-93.5% | $2,381-85.4% |
| Participant deferral / active EE | $1,115 | $3,175-64.9% | $5,081-78.1% | $3,470-67.9% |
| Admin fee / account holder | $3,203 | $5,596-42.8% | $13,411-76.1% | $4,888-34.5% |