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 | $49,765 | $97,757-49.1% | $83,848-40.6% | $135,375-63.2% |
| Participation rate | 68.4% | 80.0%-11.5pp | 76.1%-7.7pp | 82.6%-14.2pp |
| Annual return | -4.26% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $62 | $4,222-98.5% | $3,631-98.3% | $4,779-98.7% |
| Participant deferral / active EE | $1,926 | $4,682-58.9% | $4,082-52.8% | $5,609-65.7% |
| Admin fee / account holder | $3,439 | $6,674-48.5% | $5,478-37.2% | $10,827-68.2% |