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 | $49,947 | $180,449-72.3% | $154,107-67.6% | $135,375-63.1% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -7.02% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.8pp |
| Employer contribution / active EE | $449 | $6,035-92.6% | $5,298-91.5% | $4,779-90.6% |
| Participant deferral / active EE | $2,855 | $5,806-50.8% | $5,081-43.8% | $5,609-49.1% |
| Admin fee / account holder | $659 | $16,143-95.9% | $13,411-95.1% | $10,827-93.9% |