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 | $28,016 | $152,509-81.6% | $117,472-76.2% | $134,475-79.2% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -17.21% | 52.99%-70.2pp | 29.74%-46.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $78 | $5,571-98.6% | $4,176-98.1% | $4,740-98.3% |
| Participant deferral / active EE | $791 | $4,818-83.6% | $4,070-80.6% | $6,400-87.6% |
| Admin fee / account holder | $356 | $7,004-94.9% | $5,645-93.7% | $11,426-96.9% |