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 | $43,397 | $76,000-42.9% | $154,107-71.8% | $64,186-32.4% |
| Participation rate | 34.9% | 70.4%-35.5pp | 83.0%-48.2pp | 69.6%-34.7pp |
| Annual return | -3.09% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $182 | $3,351-94.6% | $5,298-96.6% | $2,381-92.3% |
| Participant deferral / active EE | $2,381 | $3,175-25.0% | $5,081-53.1% | $3,470-31.4% |
| Admin fee / account holder | $16,368 | $5,596+192.5% | $13,411+22.0% | $4,888+234.8% |