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 | $24,119 | $76,000-68.3% | $154,107-84.3% | $64,186-62.4% |
| Participation rate | 52.9% | 70.4%-17.5pp | 83.0%-30.1pp | 69.6%-16.6pp |
| Annual return | -4.07% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $331 | $3,351-90.1% | $5,298-93.8% | $2,381-86.1% |
| Participant deferral / active EE | $2,342 | $3,175-26.2% | $5,081-53.9% | $3,470-32.5% |
| Admin fee / account holder | $3,802 | $5,596-32.1% | $13,411-71.6% | $4,888-22.2% |