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 6-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 | $41,995 | $100,754-58.3% | $86,677-51.6% | $134,475-68.8% |
| Participation rate | 57.9% | 78.9%-21.0pp | 76.6%-18.7pp | 81.2%-23.3pp |
| Annual return | -19.86% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $579 | $3,489-83.4% | $2,836-79.6% | $4,740-87.8% |
| Participant deferral / active EE | $1,992 | $5,338-62.7% | $4,656-57.2% | $6,400-68.9% |
| Admin fee / account holder | $561 | $10,926-94.9% | $7,493-92.5% | $11,426-95.1% |