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 | $55,497 | $92,222-39.8% | $76,768-27.7% | $135,375-59.0% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -7.32% | 5.46%-12.8pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $344 | $3,216-89.3% | $2,485-86.2% | $4,779-92.8% |
| Participant deferral / active EE | $3,136 | $4,509-30.4% | $3,852-18.6% | $5,609-44.1% |
| Admin fee / account holder | $5,598 | $10,748-47.9% | $6,675-16.1% | $10,827-48.3% |