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 | $70,448 | $76,000-7.3% | $154,107-54.3% | $64,186+9.8% |
| Participation rate | 35.3% | 70.4%-35.1pp | 83.0%-47.7pp | 69.6%-34.3pp |
| Annual return | -4.33% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $319 | $3,351-90.5% | $5,298-94.0% | $2,381-86.6% |
| Participant deferral / active EE | $1,018 | $3,175-67.9% | $5,081-80.0% | $3,470-70.7% |
| Admin fee / account holder | $2,739 | $5,596-51.1% | $13,411-79.6% | $4,888-44.0% |