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 | $45,214 | $117,841-61.6% | $102,423-55.9% | $145,922-69.0% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 12.28% | 31.65%-19.4pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3 | $3,615-99.9% | $3,023-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $2,660 | $5,731-53.6% | $5,053-47.4% | $6,688-60.2% |
| Admin fee / account holder | $697 | $13,326-94.8% | $9,451-92.6% | $13,397-94.8% |