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 | $29,804 | $46,732-36.2% | $156,549-81.0% | $55,167-46.0% |
| Participation rate | 9.4% | 65.8%-56.4pp | 84.0%-74.6pp | 69.0%-59.5pp |
| Annual return | 36.62% | 17.72%+18.9pp | 32.23%+4.4pp | 169.23%-132.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $811 | $2,204-63.2% | $4,871-83.3% | $3,054-73.4% |
| Admin fee / account holder | $826 | $418+97.5% | $13,027-93.7% | $504+64.0% |