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 | $65,728 | $92,703-29.1% | $82,719-20.5% | $134,475-51.1% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.8pp | 81.2%-16.5pp |
| Annual return | -15.59% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $310 | $3,274-90.5% | $3,009-89.7% | $4,740-93.5% |
| Participant deferral / active EE | $3,100 | $4,802-35.4% | $4,395-29.5% | $6,400-51.6% |
| Admin fee / account holder | $1,632 | $5,983-72.7% | $5,329-69.4% | $11,426-85.7% |