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 | $48,370 | $82,286-41.2% | $68,791-29.7% | $134,475-64.0% |
| Participation rate | 58.8% | 75.1%-16.2pp | 69.0%-10.2pp | 81.2%-22.4pp |
| Annual return | -13.71% | -2.19%-11.5pp | -6.38%-7.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $219 | $3,301-93.4% | $2,655-91.7% | $4,740-95.4% |
| Participant deferral / active EE | $1,187 | $4,739-74.9% | $3,941-69.9% | $6,400-81.4% |
| Admin fee / account holder | $10,178 | $6,481+57.1% | $4,932+106.4% | $11,426-10.9% |