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 | $71,609 | $135,635-47.2% | $110,238-35.0% | $135,375-47.1% |
| Participation rate | 64.7% | 83.5%-18.8pp | 79.8%-15.1pp | 82.6%-17.9pp |
| Annual return | -7.04% | 513.19%-520.2pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $817 | $4,906-83.4% | $3,826-78.7% | $4,779-82.9% |
| Participant deferral / active EE | $2,024 | $5,506-63.2% | $4,672-56.7% | $5,609-63.9% |
| Admin fee / account holder | $5,957 | $11,457-48.0% | $8,547-30.3% | $10,827-45.0% |