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 | $69,078 | $190,805-63.8% | $159,960-56.8% | $134,475-48.6% |
| Participation rate | 44.4% | 81.9%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -9.62% | 552.23%-561.9pp | 408.60%-418.2pp | 417.96%-427.6pp |
| Employer contribution / active EE | $345 | $4,995-93.1% | $4,226-91.8% | $4,740-92.7% |
| Participant deferral / active EE | $4,784 | $6,923-30.9% | $6,182-22.6% | $6,400-25.2% |
| Admin fee / account holder | $997 | $10,471-90.5% | $8,698-88.5% | $11,426-91.3% |