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 | $31,121 | $57,281-45.7% | $86,612-64.1% | $75,163-58.6% |
| Participation rate | 35.1% | 63.2%-28.1pp | 71.7%-36.6pp | 67.2%-32.1pp |
| Annual return | 18.29% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $154 | $2,314-93.4% | $3,022-94.9% | $2,670-94.2% |
| Participant deferral / active EE | $1,208 | $3,318-63.6% | $4,438-72.8% | $4,125-70.7% |
| Admin fee / account holder | $768 | $4,112-81.3% | $5,614-86.3% | $5,651-86.4% |