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 | $56,558 | $167,484-66.2% | $151,611-62.7% | $134,475-57.9% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -19.67% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,163 | $6,829-83.0% | $6,166-81.1% | $4,740-75.5% |
| Participant deferral / active EE | $4,910 | $8,986-45.4% | $8,363-41.3% | $6,400-23.3% |
| Admin fee / account holder | $866 | $13,783-93.7% | $11,616-92.5% | $11,426-92.4% |