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 | $24,370 | $76,000-67.9% | $154,107-84.2% | $64,186-62.0% |
| Participation rate | 23.1% | 70.4%-47.3pp | 83.0%-60.0pp | 69.6%-46.5pp |
| Annual return | -5.95% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $224 | $3,351-93.3% | $5,298-95.8% | $2,381-90.6% |
| Participant deferral / active EE | $1,021 | $3,175-67.9% | $5,081-79.9% | $3,470-70.6% |
| Admin fee / account holder | $2,891 | $5,596-48.3% | $13,411-78.4% | $4,888-40.9% |