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 | $28,868 | $89,265-67.7% | $86,436-66.6% | - |
| Participation rate | 58.6% | 72.3%-13.7pp | 80.3%-21.7pp | - |
| Annual return | -4.82% | 5.21%-10.0pp | 4394.89%-4399.7pp | - |
| Employer contribution / active EE | $0 | $2,858-100.0% | $3,769-100.0% | - |
| Participant deferral / active EE | $8,526 | $6,641+28.4% | $6,952+22.6% | - |
| Admin fee / account holder | $2,040 | $4,433-54.0% | $6,731-69.7% | - |