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 | $40,987 | $97,044-57.8% | $83,333-50.8% | $135,375-69.7% |
| Participation rate | 61.5% | 80.4%-18.9pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -9.53% | 12.31%-21.8pp | 10.63%-20.2pp | 519.73%-529.3pp |
| Employer contribution / active EE | $39 | $4,143-99.0% | $3,379-98.8% | $4,779-99.2% |
| Participant deferral / active EE | $10,740 | $5,964+80.1% | $5,565+93.0% | $5,609+91.5% |
| Admin fee / account holder | $7,301 | $8,380-12.9% | $7,510-2.8% | $10,827-32.6% |