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 | $70,946 | $100,754-29.6% | $86,677-18.1% | $134,475-47.2% |
| Participation rate | 63.2% | 78.9%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -15.79% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $452 | $3,489-87.0% | $2,836-84.1% | $4,740-90.5% |
| Participant deferral / active EE | $2,811 | $5,338-47.3% | $4,656-39.6% | $6,400-56.1% |
| Admin fee / account holder | $10,110 | $10,926-7.5% | $7,493+34.9% | $11,426-11.5% |