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 | $25,287 | $46,674-45.8% | $117,472-78.5% | $68,494-63.1% |
| Participation rate | 31.5% | 56.8%-25.3pp | 70.6%-39.1pp | 67.9%-36.4pp |
| Annual return | -16.99% | -14.52%-2.5pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $291 | $1,505-80.6% | $4,176-93.0% | $2,596-88.8% |
| Participant deferral / active EE | $947 | $2,636-64.1% | $4,070-76.7% | $4,027-76.5% |
| Admin fee / account holder | $450 | $4,020-88.8% | $5,645-92.0% | $5,403-91.7% |