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 | $58,345 | $92,222-36.7% | $76,768-24.0% | $135,375-56.9% |
| Participation rate | 6.3% | 79.8%-73.5pp | 77.0%-70.7pp | 82.6%-76.4pp |
| Annual return | -4.78% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $377 | $3,216-88.3% | $2,485-84.8% | $4,779-92.1% |
| Participant deferral / active EE | $3,706 | $4,509-17.8% | $3,852-3.8% | $5,609-33.9% |
| Admin fee / account holder | $14,264 | $10,748+32.7% | $6,675+113.7% | $10,827+31.7% |