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 | $63,268 | $42,886+47.5% | $88,946-28.9% | $85,563-26.1% |
| Participation rate | 3.7% | 37.9%-34.3pp | 68.8%-65.2pp | 66.0%-62.3pp |
| Annual return | 16.19% | 44.56%-28.4pp | 57.82%-41.6pp | 31.51%-15.3pp |
| Employer contribution / active EE | $83 | $1,147-92.7% | $2,555-96.7% | $2,654-96.9% |
| Participant deferral / active EE | $271 | $2,108-87.1% | $4,581-94.1% | $4,375-93.8% |
| Admin fee / account holder | $2,677 | $2,263+18.3% | $8,261-67.6% | $834+220.9% |