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 | $114,851 | $133,958-14.3% | $112,228+2.3% | $134,475-14.6% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -8.40% | 47.11%-55.5pp | 27.45%-35.9pp | 417.96%-426.4pp |
| Employer contribution / active EE | $195 | $4,038-95.2% | $3,635-94.6% | $4,740-95.9% |
| Participant deferral / active EE | $1,950 | $5,291-63.1% | $4,728-58.8% | $6,400-69.5% |
| Admin fee / account holder | $3,759 | $7,489-49.8% | $6,410-41.4% | $11,426-67.1% |