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 | $117,924 | $59,805+97.2% | $79,550+48.2% | $68,494+72.2% |
| Participation rate | 16.7% | 61.1%-44.4pp | 69.5%-52.8pp | 67.9%-51.2pp |
| Annual return | -11.39% | -12.30%+0.9pp | 0.16%-11.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $87 | $1,505-94.2% | $2,413-96.4% | $2,596-96.7% |
| Participant deferral / active EE | $1,810 | $3,024-40.2% | $3,985-54.6% | $4,027-55.1% |
| Admin fee / account holder | $613 | $4,835-87.3% | $6,832-91.0% | $5,403-88.7% |