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 | $88,488 | $100,754-12.2% | $86,677+2.1% | $134,475-34.2% |
| Participation rate | 56.5% | 78.9%-22.4pp | 76.6%-20.1pp | 81.2%-24.7pp |
| Annual return | -15.43% | 29.04%-44.5pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $673 | $3,489-80.7% | $2,836-76.3% | $4,740-85.8% |
| Participant deferral / active EE | $3,071 | $5,338-42.5% | $4,656-34.0% | $6,400-52.0% |
| Admin fee / account holder | $13,090 | $10,926+19.8% | $7,493+74.7% | $11,426+14.6% |