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 | $26,106 | $138,065-81.1% | $123,544-78.9% | $135,375-80.7% |
| Participation rate | 45.0% | 84.7%-39.7pp | 82.3%-37.3pp | 82.6%-37.6pp |
| Annual return | -7.64% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $46 | $5,151-99.1% | $4,628-99.0% | $4,779-99.0% |
| Participant deferral / active EE | $4,587 | $6,799-32.5% | $6,426-28.6% | $5,609-18.2% |
| Admin fee / account holder | $2,278 | $10,916-79.1% | $9,284-75.5% | $10,827-79.0% |