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 | $47,500 | $167,307-71.6% | $143,757-67.0% | $134,475-64.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -15.29% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,092 | $5,619-80.6% | $4,951-78.0% | $4,740-77.0% |
| Participant deferral / active EE | $5,429 | $6,446-15.8% | $5,637-3.7% | $6,400-15.2% |
| Admin fee / account holder | $7,201 | $18,088-60.2% | $14,673-50.9% | $11,426-37.0% |