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 | $31,136 | $76,000-59.0% | $154,107-79.8% | $64,186-51.5% |
| Participation rate | 17.5% | 70.4%-52.9pp | 83.0%-65.5pp | 69.6%-52.1pp |
| Annual return | -7.30% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $220 | $3,351-93.4% | $5,298-95.8% | $2,381-90.8% |
| Participant deferral / active EE | $871 | $3,175-72.6% | $5,081-82.9% | $3,470-74.9% |
| Admin fee / account holder | $524 | $5,596-90.6% | $13,411-96.1% | $4,888-89.3% |