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 | $126,468 | $82,286+53.7% | $68,791+83.8% | $134,475-6.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -17.99% | -2.19%-15.8pp | -6.38%-11.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $374 | $3,301-88.7% | $2,655-85.9% | $4,740-92.1% |
| Participant deferral / active EE | $2,109 | $4,739-55.5% | $3,941-46.5% | $6,400-67.0% |
| Admin fee / account holder | $648 | $6,481-90.0% | $4,932-86.9% | $11,426-94.3% |