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 | $48,973 | $99,032-50.5% | $80,019-38.8% | $135,375-63.8% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -6.68% | 15.39%-22.1pp | 11.22%-17.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,442 | $4,282-43.0% | $3,686-33.8% | $5,609-56.5% |
| Admin fee / account holder | $1,107 | $10,436-89.4% | $6,521-83.0% | $10,827-89.8% |