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 | $38,447 | $95,416-59.7% | $185,823-79.3% | $85,850-55.2% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 13.98% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $204 | $3,314-93.8% | $5,167-96.1% | $2,565-92.0% |
| Participant deferral / active EE | $1,557 | $3,423-54.5% | $5,568-72.0% | $3,952-60.6% |
| Admin fee / account holder | $4,513 | $7,213-37.4% | $16,237-72.2% | $6,260-27.9% |