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 | $24,493 | $67,331-63.6% | $60,874-59.8% | $134,475-81.8% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.1%-32.2pp | 81.2%-40.3pp |
| Annual return | -15.91% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $367 | $3,096-88.1% | $2,701-86.4% | $4,740-92.3% |
| Participant deferral / active EE | $1,042 | $4,538-77.0% | $3,817-72.7% | $6,400-83.7% |
| Admin fee / account holder | $14,367 | $4,582+213.5% | $3,224+345.6% | $11,426+25.7% |