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 | $18,128 | $85,202-78.7% | $172,739-89.5% | $72,985-75.2% |
| Participation rate | 37.1% | 70.1%-32.9pp | 82.6%-45.5pp | 69.5%-32.3pp |
| Annual return | 23.68% | 27.32%-3.6pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $179 | $3,324-94.6% | $5,143-96.5% | $2,440-92.7% |
| Participant deferral / active EE | $1,119 | $3,260-65.7% | $5,198-78.5% | $3,607-69.0% |
| Admin fee / account holder | $423 | $5,884-92.8% | $13,954-97.0% | $5,124-91.7% |