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 | $17,497 | $60,124-70.9% | $90,404-80.6% | $79,858-78.1% |
| Participation rate | 37.5% | 65.0%-27.5pp | 72.7%-35.2pp | 69.6%-32.1pp |
| Annual return | 16.37% | 71.94%-55.6pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $160 | $2,068-92.2% | $3,262-95.1% | $2,471-93.5% |
| Participant deferral / active EE | $965 | $2,938-67.1% | $3,963-75.6% | $3,740-74.2% |
| Admin fee / account holder | $865 | $3,976-78.3% | $5,611-84.6% | $5,306-83.7% |