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 | $44,632 | $71,883-37.9% | $86,677-48.5% | $68,494-34.8% |
| Participation rate | 63.8% | 72.2%-8.5pp | 76.6%-12.8pp | 67.9%-4.1pp |
| Annual return | -18.58% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $378 | $2,173-82.6% | $2,836-86.7% | $2,596-85.4% |
| Participant deferral / active EE | $1,858 | $3,779-50.8% | $4,656-60.1% | $4,027-53.9% |
| Admin fee / account holder | $607 | $6,112-90.1% | $7,493-91.9% | $5,403-88.8% |