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 | $74,253 | $95,862-22.5% | $79,550-6.7% | $134,475-44.8% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-53.9pp |
| Annual return | -13.14% | -2.69%-10.5pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $446 | $3,128-85.7% | $2,413-81.5% | $4,740-90.6% |
| Participant deferral / active EE | $3,066 | $4,693-34.7% | $3,985-23.1% | $6,400-52.1% |
| Admin fee / account holder | $1,024 | $9,126-88.8% | $6,832-85.0% | $11,426-91.0% |