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 | $71,320 | $82,286-13.3% | $68,791+3.7% | $134,475-47.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -16.67% | -2.19%-14.5pp | -6.38%-10.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $363 | $3,301-89.0% | $2,655-86.3% | $4,740-92.3% |
| Participant deferral / active EE | $2,016 | $4,739-57.5% | $3,941-48.9% | $6,400-68.5% |
| Admin fee / account holder | $840 | $6,481-87.0% | $4,932-83.0% | $11,426-92.6% |