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 | $23,697 | $76,000-68.8% | $154,107-84.6% | $64,186-63.1% |
| Participation rate | 60.8% | 70.4%-9.6pp | 83.0%-22.2pp | 69.6%-8.8pp |
| Annual return | -4.81% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $85 | $3,351-97.5% | $5,298-98.4% | $2,381-96.4% |
| Participant deferral / active EE | $1,034 | $3,175-67.4% | $5,081-79.6% | $3,470-70.2% |
| Admin fee / account holder | $3,583 | $5,596-36.0% | $13,411-73.3% | $4,888-26.7% |