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 | $73,147 | $100,754-27.4% | $86,677-15.6% | $134,475-45.6% |
| Participation rate | 55.0% | 78.9%-23.9pp | 76.6%-21.6pp | 81.2%-26.2pp |
| Annual return | -4.07% | 29.04%-33.1pp | 35.91%-40.0pp | 417.96%-422.0pp |
| Employer contribution / active EE | $254 | $3,489-92.7% | $2,836-91.0% | $4,740-94.6% |
| Participant deferral / active EE | $5,079 | $5,338-4.9% | $4,656+9.1% | $6,400-20.6% |
| Admin fee / account holder | $473 | $10,926-95.7% | $7,493-93.7% | $11,426-95.9% |