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 | $31,728 | $93,024-65.9% | $77,024-58.8% | $134,475-76.4% |
| Participation rate | 14.3% | 74.5%-60.2pp | 67.9%-53.6pp | 81.2%-66.9pp |
| Annual return | -21.27% | 62.60%-83.9pp | 42.32%-63.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,464 | $5,238-33.9% | $4,426-21.8% | $6,400-45.9% |
| Admin fee / account holder | $313 | $6,944-95.5% | $5,425-94.2% | $11,426-97.3% |