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 | $23,394 | $95,416-75.5% | $185,823-87.4% | $85,850-72.7% |
| Participation rate | 64.4% | 68.8%-4.3pp | 81.7%-17.3pp | 69.3%-4.9pp |
| Annual return | 12.51% | 23.59%-11.1pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,517 | $3,423-26.5% | $5,568-54.8% | $3,952-36.3% |
| Admin fee / account holder | $611 | $7,213-91.5% | $16,237-96.2% | $6,260-90.2% |