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 | $11,063 | $92,703-88.1% | $82,719-86.6% | $134,475-91.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -12.96% | 944.92%-957.9pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $302 | $3,274-90.8% | $3,009-90.0% | $4,740-93.6% |
| Participant deferral / active EE | $2,921 | $4,802-39.2% | $4,395-33.5% | $6,400-54.4% |
| Admin fee / account holder | $5,149 | $5,983-13.9% | $5,329-3.4% | $11,426-54.9% |