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 | $48,022 | $81,900-41.4% | $119,609-59.9% | $68,494-29.9% |
| Participation rate | 52.4% | 71.9%-19.5pp | 79.3%-26.9pp | 67.9%-15.5pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $597 | $2,693-77.8% | $4,232-85.9% | $2,596-77.0% |
| Participant deferral / active EE | $2,387 | $4,148-42.4% | $5,602-57.4% | $4,027-40.7% |
| Admin fee / account holder | $8,588 | $6,582+30.5% | $10,323-16.8% | $5,403+59.0% |