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 | $71,742 | $97,757-26.6% | $83,848-14.4% | $135,375-47.0% |
| Participation rate | 42.1% | 80.0%-37.8pp | 76.1%-34.0pp | 82.6%-40.5pp |
| Annual return | -7.79% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $595 | $4,222-85.9% | $3,631-83.6% | $4,779-87.6% |
| Participant deferral / active EE | $2,825 | $4,682-39.7% | $4,082-30.8% | $5,609-49.6% |
| Admin fee / account holder | $5,618 | $6,674-15.8% | $5,478+2.5% | $10,827-48.1% |