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 | $34,472 | $142,344-75.8% | $119,609-71.2% | $134,475-74.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.01% | -12.44%-5.6pp | -14.97%-3.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $928 | $5,222-82.2% | $4,232-78.1% | $4,740-80.4% |
| Participant deferral / active EE | $3,017 | $6,469-53.4% | $5,602-46.1% | $6,400-52.9% |
| Admin fee / account holder | $3,878 | $13,584-71.4% | $10,323-62.4% | $11,426-66.1% |