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 7-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 | $30,248 | $95,862-68.4% | $79,550-62.0% | $134,475-77.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -14.78% | -2.69%-12.1pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $250 | $3,128-92.0% | $2,413-89.7% | $4,740-94.7% |
| Participant deferral / active EE | $2,903 | $4,693-38.1% | $3,985-27.2% | $6,400-54.6% |
| Admin fee / account holder | $3,429 | $9,126-62.4% | $6,832-49.8% | $11,426-70.0% |