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 | $39,132 | $117,983-66.8% | $101,794-61.6% | $142,382-72.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.83% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $278 | $2,773-90.0% | $2,289-87.9% | $4,299-93.5% |
| Participant deferral / active EE | $1,885 | $4,714-60.0% | $4,084-53.9% | $6,507-71.0% |
| Admin fee / account holder | $28,148 | $10,433+169.8% | $8,777+220.7% | $12,624+123.0% |