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 | $60,678 | $92,222-34.2% | $76,768-21.0% | $135,375-55.2% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -5.78% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $28 | $3,216-99.1% | $2,485-98.9% | $4,779-99.4% |
| Participant deferral / active EE | $1,585 | $4,509-64.8% | $3,852-58.8% | $5,609-71.7% |
| Admin fee / account holder | $8,469 | $10,748-21.2% | $6,675+26.9% | $10,827-21.8% |