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 | $49,248 | $57,354-14.1% | $83,848-41.3% | $64,186-23.3% |
| Participation rate | 47.7% | 68.6%-20.9pp | 76.1%-28.5pp | 69.6%-21.9pp |
| Annual return | -7.83% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $175 | $2,545-93.1% | $3,631-95.2% | $2,381-92.6% |
| Participant deferral / active EE | $4,276 | $2,993+42.9% | $4,082+4.8% | $3,470+23.2% |
| Admin fee / account holder | $13,690 | $4,046+238.4% | $5,478+149.9% | $4,888+180.1% |