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 | $27,510 | $67,331-59.1% | $60,874-54.8% | $134,475-79.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -11.95% | 49.93%-61.9pp | 16.90%-28.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $162 | $3,096-94.8% | $2,701-94.0% | $4,740-96.6% |
| Participant deferral / active EE | $1,129 | $4,538-75.1% | $3,817-70.4% | $6,400-82.4% |
| Admin fee / account holder | $1,584 | $4,582-65.4% | $3,224-50.9% | $11,426-86.1% |