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 | $50,242 | $167,307-70.0% | $143,757-65.1% | $134,475-62.6% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.4pp | 81.2%-38.4pp |
| Annual return | -16.66% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $220 | $5,619-96.1% | $4,951-95.5% | $4,740-95.3% |
| Participant deferral / active EE | $3,905 | $6,446-39.4% | $5,637-30.7% | $6,400-39.0% |
| Admin fee / account holder | $11,530 | $18,088-36.3% | $14,673-21.4% | $11,426+0.9% |