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 | $74,875 | $45,863+63.3% | $77,024-2.8% | $68,494+9.3% |
| Participation rate | 9.7% | 55.9%-46.2pp | 67.9%-58.2pp | 67.9%-58.2pp |
| Annual return | -19.96% | 1.72%-21.7pp | 42.32%-62.3pp | -7.84%-12.1pp |
| Employer contribution / active EE | $230 | $1,650-86.1% | $2,812-91.8% | $2,596-91.1% |
| Participant deferral / active EE | $962 | $2,962-67.5% | $4,426-78.3% | $4,027-76.1% |
| Admin fee / account holder | $600 | $3,041-80.3% | $5,425-88.9% | $5,403-88.9% |