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 | $24,494 | $67,331-63.6% | $60,874-59.8% | $134,475-81.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.1%-53.1pp | 81.2%-61.2pp |
| Annual return | -9.07% | 49.93%-59.0pp | 16.90%-26.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $171 | $3,096-94.5% | $2,701-93.7% | $4,740-96.4% |
| Participant deferral / active EE | $1,329 | $4,538-70.7% | $3,817-65.2% | $6,400-79.2% |
| Admin fee / account holder | $2,785 | $4,582-39.2% | $3,224-13.6% | $11,426-75.6% |