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 | $31,024 | $49,915-37.8% | $154,803-80.0% | $74,304-58.2% |
| Participation rate | 22.2% | 54.0%-31.7pp | 78.1%-55.8pp | 60.3%-38.1pp |
| Annual return | 12.71% | 34.06%-21.3pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,019 | $2,255-54.8% | $5,540-81.6% | $3,767-73.0% |
| Admin fee / account holder | $1,362 | $2,189-37.8% | $14,329-90.5% | $2,969-54.1% |