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 | $107,785 | $95,862+12.4% | $79,550+35.5% | $134,475-19.8% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -20.59% | -2.69%-17.9pp | 0.16%-20.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $326 | $3,128-89.6% | $2,413-86.5% | $4,740-93.1% |
| Participant deferral / active EE | $3,258 | $4,693-30.6% | $3,985-18.3% | $6,400-49.1% |
| Admin fee / account holder | $1,449 | $9,126-84.1% | $6,832-78.8% | $11,426-87.3% |