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 | $24,643 | $61,272-59.8% | $149,673-83.5% | $71,457-65.5% |
| Participation rate | 27.0% | 62.5%-35.5pp | 78.8%-51.8pp | 67.9%-41.0pp |
| Annual return | 19.91% | 35.85%-15.9pp | 134.42%-114.5pp | 28.85%-8.9pp |
| Employer contribution / active EE | $66 | $2,378-97.2% | $4,818-98.6% | $2,588-97.5% |
| Participant deferral / active EE | $901 | $2,917-69.1% | $5,680-84.1% | $4,289-79.0% |
| Admin fee / account holder | $4,659 | $1,261+269.3% | $13,210-64.7% | $1,587+193.5% |