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 | $26,156 | $63,346-58.7% | $92,233-71.6% | $70,131-62.7% |
| Participation rate | 43.8% | 68.7%-24.9pp | 76.5%-32.7pp | 69.5%-25.8pp |
| Annual return | 14.28% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $220 | $2,471-91.1% | $3,679-94.0% | $2,342-90.6% |
| Participant deferral / active EE | $1,387 | $2,854-51.4% | $3,897-64.4% | $3,332-58.4% |
| Admin fee / account holder | $8,853 | $3,840+130.5% | $5,194+70.5% | $4,645+90.6% |