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 | $48,543 | $133,958-63.8% | $112,228-56.7% | $134,475-63.9% |
| Participation rate | 21.7% | 78.6%-56.8pp | 75.1%-53.3pp | 81.2%-59.5pp |
| Annual return | -15.34% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $639 | $4,038-84.2% | $3,635-82.4% | $4,740-86.5% |
| Participant deferral / active EE | $4,125 | $5,291-22.0% | $4,728-12.8% | $6,400-35.5% |
| Admin fee / account holder | $7,370 | $7,489-1.6% | $6,410+15.0% | $11,426-35.5% |