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 | $36,184 | $72,177-49.9% | $115,037-68.5% | $59,632-39.3% |
| Participation rate | 67.6% | 72.6%-4.9pp | 81.4%-13.7pp | 68.7%-1.0pp |
| Annual return | 1.86% | 12.02%-10.2pp | 26.14%-24.3pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,658 | $4,783-2.6% | $6,026-22.7% | $3,192+46.0% |
| Admin fee / account holder | $1,515 | $4,927-69.3% | $8,175-81.5% | $4,297-64.8% |