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 | $23,639 | $117,841-79.9% | $102,423-76.9% | $145,922-83.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.99% | 31.65%-20.7pp | 29.32%-18.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $450 | $3,615-87.6% | $3,023-85.1% | $4,660-90.4% |
| Participant deferral / active EE | $3,614 | $5,731-36.9% | $5,053-28.5% | $6,688-46.0% |
| Admin fee / account holder | $155,920 | $13,326+1070.0% | $9,451+1549.8% | $13,397+1063.8% |