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 | $65,982 | $167,484-60.6% | $151,611-56.5% | $134,475-50.9% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-33.0pp | 81.2%-26.7pp |
| Annual return | -15.36% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $632 | $6,829-90.7% | $6,166-89.7% | $4,740-86.7% |
| Participant deferral / active EE | $6,238 | $8,986-30.6% | $8,363-25.4% | $6,400-2.5% |
| Admin fee / account holder | $57,893 | $13,783+320.0% | $11,616+398.4% | $11,426+406.7% |