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 | $26,663 | $95,862-72.2% | $79,550-66.5% | $134,475-80.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -17.47% | -2.69%-14.8pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $153 | $3,128-95.1% | $2,413-93.6% | $4,740-96.8% |
| Participant deferral / active EE | $2,799 | $4,693-40.4% | $3,985-29.8% | $6,400-56.3% |
| Admin fee / account holder | $667 | $9,126-92.7% | $6,832-90.2% | $11,426-94.2% |