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 | $74,483 | $129,942-42.7% | $104,294-28.6% | $134,475-44.6% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -9.05% | 42.03%-51.1pp | 24.61%-33.7pp | 417.96%-427.0pp |
| Employer contribution / active EE | $483 | $4,184-88.4% | $3,372-85.7% | $4,740-89.8% |
| Participant deferral / active EE | $6,335 | $5,588+13.4% | $4,625+37.0% | $6,400-1.0% |
| Admin fee / account holder | $12,393 | $9,323+32.9% | $7,339+68.8% | $11,426+8.5% |