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 | $76,381 | $100,754-24.2% | $86,677-11.9% | $134,475-43.2% |
| Participation rate | 35.0% | 78.9%-43.9pp | 76.6%-41.6pp | 81.2%-46.2pp |
| Annual return | -14.52% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $580 | $3,489-83.4% | $2,836-79.5% | $4,740-87.8% |
| Participant deferral / active EE | $2,428 | $5,338-54.5% | $4,656-47.8% | $6,400-62.1% |
| Admin fee / account holder | $3,341 | $10,926-69.4% | $7,493-55.4% | $11,426-70.8% |