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 | $31,906 | $55,415-42.4% | $155,509-79.5% | $74,495-57.2% |
| Participation rate | 34.2% | 61.9%-27.7pp | 78.2%-44.0pp | 67.2%-33.0pp |
| Annual return | 21.03% | 268.50%-247.5pp | 64.67%-43.6pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $75 | $2,267-96.7% | $4,672-98.4% | $2,623-97.2% |
| Participant deferral / active EE | $1,086 | $2,836-61.7% | $5,626-80.7% | $4,346-75.0% |
| Admin fee / account holder | $11,098 | $1,738+538.5% | $15,912-30.3% | $1,942+471.6% |