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 | $41,594 | $127,264-67.3% | $109,895-62.2% | $167,490-75.2% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.2%-26.6pp | 82.1%-34.5pp |
| Annual return | 9.40% | 22.97%-13.6pp | 29.45%-20.1pp | 478.56%-469.2pp |
| Employer contribution / active EE | $19 | $3,322-99.4% | $2,842-99.3% | $4,837-99.6% |
| Participant deferral / active EE | $896 | $4,514-80.2% | $4,048-77.9% | $6,341-85.9% |
| Admin fee / account holder | $873 | $7,114-87.7% | $6,066-85.6% | $12,309-92.9% |