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 | $61,739 | $100,754-38.7% | $86,677-28.8% | $134,475-54.1% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -12.90% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $290 | $3,489-91.7% | $2,836-89.8% | $4,740-93.9% |
| Participant deferral / active EE | $2,897 | $5,338-45.7% | $4,656-37.8% | $6,400-54.7% |
| Admin fee / account holder | $33,563 | $10,926+207.2% | $7,493+347.9% | $11,426+193.7% |