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 | $18,810 | $34,932-46.2% | $56,441-66.7% | $74,546-74.8% |
| Participation rate | 22.3% | 32.9%-10.5pp | 52.5%-30.2pp | 67.2%-44.9pp |
| Annual return | 13.45% | 24.90%-11.4pp | 1704.21%-1690.8pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $48 | $608-92.1% | $1,039-95.4% | $2,624-98.2% |
| Participant deferral / active EE | $719 | $1,173-38.7% | $1,953-63.2% | $4,347-83.5% |
| Admin fee / account holder | $3,966 | $2,359+68.1% | $2,829+40.2% | $1,944+104.0% |