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 | $71,945 | $133,958-46.3% | $112,228-35.9% | $134,475-46.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.18% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $676 | $4,038-83.3% | $3,635-81.4% | $4,740-85.7% |
| Participant deferral / active EE | $2,379 | $5,291-55.0% | $4,728-49.7% | $6,400-62.8% |
| Admin fee / account holder | $1,000 | $7,489-86.6% | $6,410-84.4% | $11,426-91.2% |