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 | $53,427 | $133,958-60.1% | $112,228-52.4% | $134,475-60.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.94% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $65 | $4,038-98.4% | $3,635-98.2% | $4,740-98.6% |
| Participant deferral / active EE | $1,851 | $5,291-65.0% | $4,728-60.9% | $6,400-71.1% |
| Admin fee / account holder | $2,327 | $7,489-68.9% | $6,410-63.7% | $11,426-79.6% |