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 | $58,732 | $92,222-36.3% | $76,768-23.5% | $135,375-56.6% |
| Participation rate | 63.2% | 79.8%-16.6pp | 77.0%-13.8pp | 82.6%-19.5pp |
| Annual return | -3.16% | 5.46%-8.6pp | 2.43%-5.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $378 | $3,216-88.2% | $2,485-84.8% | $4,779-92.1% |
| Participant deferral / active EE | $2,416 | $4,509-46.4% | $3,852-37.3% | $5,609-56.9% |
| Admin fee / account holder | $1,972 | $10,748-81.7% | $6,675-70.5% | $10,827-81.8% |