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 | $60,123 | $142,344-57.8% | $119,609-49.7% | $134,475-55.3% |
| Participation rate | 43.8% | 82.8%-39.1pp | 79.3%-35.5pp | 81.2%-37.5pp |
| Annual return | -10.64% | -12.44%+1.8pp | -14.97%+4.3pp | 417.96%-428.6pp |
| Employer contribution / active EE | $569 | $5,222-89.1% | $4,232-86.6% | $4,740-88.0% |
| Participant deferral / active EE | $4,069 | $6,469-37.1% | $5,602-27.4% | $6,400-36.4% |
| Admin fee / account holder | $52,244 | $13,584+284.6% | $10,323+406.1% | $11,426+357.2% |