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 | $33,826 | $99,640-66.1% | $86,436-60.9% | $134,475-74.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.37% | 6782.58%-6799.9pp | 4394.89%-4412.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $408 | $4,400-90.7% | $3,769-89.2% | $4,740-91.4% |
| Participant deferral / active EE | $6,403 | $7,246-11.6% | $6,952-7.9% | $6,4000% |
| Admin fee / account holder | $636 | $8,371-92.4% | $6,731-90.6% | $11,426-94.4% |