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 | $55,872 | $97,757-42.8% | $83,848-33.4% | $135,375-58.7% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -3.07% | 1287.37%-1290.4pp | 850.88%-853.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $414 | $4,222-90.2% | $3,631-88.6% | $4,779-91.3% |
| Participant deferral / active EE | $2,248 | $4,682-52.0% | $4,082-44.9% | $5,609-59.9% |
| Admin fee / account holder | $11,291 | $6,674+69.2% | $5,478+106.1% | $10,827+4.3% |