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 | $73,437 | $138,044-46.8% | $125,339-41.4% | $134,475-45.4% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -15.87% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $543 | $5,243-89.7% | $4,814-88.7% | $4,740-88.6% |
| Participant deferral / active EE | $4,690 | $7,799-39.9% | $7,446-37.0% | $6,400-26.7% |
| Admin fee / account holder | $2,305 | $11,571-80.1% | $10,010-77.0% | $11,426-79.8% |