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 | $31,919 | $95,416-66.5% | $185,823-82.8% | $85,850-62.8% |
| Participation rate | 26.0% | 68.8%-42.7pp | 81.7%-55.7pp | 69.3%-43.3pp |
| Annual return | 12.11% | 23.59%-11.5pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $200 | $3,314-94.0% | $5,167-96.1% | $2,565-92.2% |
| Participant deferral / active EE | $1,204 | $3,423-64.8% | $5,568-78.4% | $3,952-69.5% |
| Admin fee / account holder | $5,024 | $7,213-30.3% | $16,237-69.1% | $6,260-19.7% |