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 | $43,500 | $100,754-56.8% | $86,677-49.8% | $134,475-67.7% |
| Participation rate | 46.2% | 78.9%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -12.32% | 29.04%-41.4pp | 35.91%-48.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $482 | $3,489-86.2% | $2,836-83.0% | $4,740-89.8% |
| Participant deferral / active EE | $2,896 | $5,338-45.7% | $4,656-37.8% | $6,400-54.8% |
| Admin fee / account holder | $20,955 | $10,926+91.8% | $7,493+179.6% | $11,426+83.4% |