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 | $95,552 | $167,484-42.9% | $151,611-37.0% | $134,475-28.9% |
| Participation rate | 52.4% | 88.4%-36.0pp | 87.5%-35.1pp | 81.2%-28.8pp |
| Annual return | -16.14% | 7.80%-23.9pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $881 | $6,829-87.1% | $6,166-85.7% | $4,740-81.4% |
| Participant deferral / active EE | $5,458 | $8,986-39.3% | $8,363-34.7% | $6,400-14.7% |
| Admin fee / account holder | $2,258 | $13,783-83.6% | $11,616-80.6% | $11,426-80.2% |