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 | $39,389 | $100,754-60.9% | $86,677-54.6% | $134,475-70.7% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -14.06% | 29.04%-43.1pp | 35.91%-50.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $450 | $3,489-87.1% | $2,836-84.1% | $4,740-90.5% |
| Participant deferral / active EE | $1,756 | $5,338-67.1% | $4,656-62.3% | $6,400-72.6% |
| Admin fee / account holder | $404 | $10,926-96.3% | $7,493-94.6% | $11,426-96.5% |