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 | $31,760 | $190,805-83.4% | $159,960-80.1% | $134,475-76.4% |
| Participation rate | 63.2% | 81.9%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | -15.86% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $589 | $4,995-88.2% | $4,226-86.1% | $4,740-87.6% |
| Participant deferral / active EE | $2,525 | $6,923-63.5% | $6,182-59.2% | $6,400-60.5% |
| Admin fee / account holder | $2,412 | $10,471-77.0% | $8,698-72.3% | $11,426-78.9% |