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 | $26,547 | $95,862-72.3% | $79,550-66.6% | $134,475-80.3% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -6.69% | -2.69%-4.0pp | 0.16%-6.9pp | 417.96%-424.7pp |
| Employer contribution / active EE | $412 | $3,128-86.8% | $2,413-82.9% | $4,740-91.3% |
| Participant deferral / active EE | $1,671 | $4,693-64.4% | $3,985-58.1% | $6,400-73.9% |
| Admin fee / account holder | $369 | $9,126-96.0% | $6,832-94.6% | $11,426-96.8% |