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 | $13,480 | $82,286-83.6% | $68,791-80.4% | $134,475-90.0% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.0%-9.9pp | 81.2%-22.1pp |
| Annual return | -15.98% | -2.19%-13.8pp | -6.38%-9.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $269 | $3,301-91.9% | $2,655-89.9% | $4,740-94.3% |
| Participant deferral / active EE | $1,572 | $4,739-66.8% | $3,941-60.1% | $6,400-75.4% |
| Admin fee / account holder | $3,432 | $6,481-47.0% | $4,932-30.4% | $11,426-70.0% |