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 | $44,796 | $105,860-57.7% | $90,749-50.6% | $134,475-66.7% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.7%-31.2pp | 81.2%-36.8pp |
| Annual return | -16.35% | -11.01%-5.3pp | -12.16%-4.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $130 | $3,462-96.2% | $2,921-95.6% | $4,740-97.3% |
| Participant deferral / active EE | $1,682 | $5,216-67.8% | $4,564-63.2% | $6,400-73.7% |
| Admin fee / account holder | $741 | $13,938-94.7% | $8,445-91.2% | $11,426-93.5% |